Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.62%
Stock 95.59%
Bond 2.79%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 80.15%
Mid 16.66%
Small 3.18%
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Region Exposure

% Developed Markets: 97.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.02%

Americas 9.41%
9.41%
Canada 7.01%
United States 2.40%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.13%
United Kingdom 20.12%
49.01%
Denmark 1.21%
France 7.46%
Germany 13.15%
Ireland 5.44%
Italy 3.38%
Netherlands 8.78%
Spain 1.48%
Switzerland 7.05%
0.00%
0.00%
Greater Asia 19.45%
Japan 18.56%
0.00%
0.89%
Singapore 0.89%
0.00%
Unidentified Region 2.02%

Stock Sector Exposure

Cyclical
32.80%
Materials
8.47%
Consumer Discretionary
13.77%
Financials
10.56%
Real Estate
0.00%
Sensitive
45.27%
Communication Services
5.66%
Energy
2.06%
Industrials
25.12%
Information Technology
12.43%
Defensive
17.14%
Consumer Staples
5.62%
Health Care
11.52%
Utilities
0.00%
Not Classified
4.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.79%
As of September 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available