Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.18%
Stock 96.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.29%
Other 2.80%
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Market Capitalization

As of September 30, 2025
Large 85.44%
Mid 13.82%
Small 0.74%
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Region Exposure

% Developed Markets: 97.19%    % Emerging Markets: 0.09%    % Unidentified Markets: 2.73%

Americas 0.26%
0.20%
United States 0.20%
0.07%
Mexico 0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.85%
United Kingdom 13.90%
49.90%
Austria 0.21%
Belgium 0.80%
Denmark 1.86%
Finland 1.04%
France 9.64%
Germany 9.54%
Ireland 0.86%
Italy 3.01%
Netherlands 5.82%
Norway 0.60%
Portugal 0.18%
Spain 3.36%
Sweden 3.00%
Switzerland 9.28%
0.00%
1.05%
Israel 1.05%
Greater Asia 32.16%
Japan 21.68%
6.76%
Australia 6.49%
3.69%
Hong Kong 1.95%
Singapore 1.71%
0.03%
China 0.03%
Unidentified Region 2.73%

Stock Sector Exposure

Cyclical
41.08%
Materials
5.53%
Consumer Discretionary
9.89%
Financials
24.13%
Real Estate
1.53%
Sensitive
35.29%
Communication Services
4.84%
Energy
3.12%
Industrials
18.98%
Information Technology
8.35%
Defensive
21.34%
Consumer Staples
7.40%
Health Care
10.59%
Utilities
3.35%
Not Classified
2.30%
Non Classified Equity
0.32%
Not Classified - Non Equity
1.97%
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