Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.48%
Stock 98.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other 1.29%
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Market Capitalization

As of September 30, 2025
Large 81.00%
Mid 17.83%
Small 1.17%
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Region Exposure

% Developed Markets: 98.66%    % Emerging Markets: 0.06%    % Unidentified Markets: 1.29%

Americas 8.84%
8.84%
Canada 9.03%
United States -0.19%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.31%
United Kingdom 12.20%
44.31%
Austria 0.16%
Belgium 0.85%
Denmark 1.50%
Finland 0.87%
France 9.09%
Germany 7.88%
Ireland 0.89%
Italy 2.05%
Netherlands 5.45%
Norway 0.69%
Portugal 0.15%
Spain 2.44%
Sweden 3.20%
Switzerland 9.01%
0.00%
0.80%
Israel 0.80%
Greater Asia 32.57%
Japan 22.34%
6.95%
Australia 6.57%
3.22%
Hong Kong 1.77%
Singapore 1.45%
0.06%
China 0.06%
Unidentified Region 1.29%

Stock Sector Exposure

Cyclical
27.39%
Materials
4.61%
Consumer Discretionary
14.70%
Financials
7.97%
Real Estate
0.10%
Sensitive
44.41%
Communication Services
7.30%
Energy
6.11%
Industrials
21.63%
Information Technology
9.37%
Defensive
22.90%
Consumer Staples
9.25%
Health Care
11.69%
Utilities
1.96%
Not Classified
5.30%
Non Classified Equity
0.76%
Not Classified - Non Equity
4.55%
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