Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.20%
Stock 97.70%
Bond 0.00%
Convertible 0.00%
Preferred 0.24%
Other 0.86%
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Market Capitalization

As of September 30, 2025
Large 0.87%
Mid 26.10%
Small 73.03%
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Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.22%    % Unidentified Markets: 0.54%

Americas 13.16%
13.14%
Canada 11.99%
United States 1.16%
0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.23%
United Kingdom 12.62%
41.37%
Austria 1.50%
Belgium 1.41%
Denmark 2.59%
Finland 3.07%
France 4.99%
Germany 5.94%
Greece 0.03%
Ireland 0.31%
Italy 4.76%
Netherlands 1.90%
Norway 0.80%
Portugal 0.38%
Spain 2.57%
Sweden 2.56%
Switzerland 8.01%
0.00%
1.24%
Israel 1.24%
Greater Asia 31.07%
Japan 21.76%
6.86%
Australia 6.57%
2.24%
Hong Kong 1.22%
Singapore 0.96%
Taiwan 0.07%
0.21%
China 0.15%
Malaysia 0.02%
Unidentified Region 0.54%

Stock Sector Exposure

Cyclical
31.97%
Materials
7.96%
Consumer Discretionary
13.98%
Financials
8.76%
Real Estate
1.27%
Sensitive
49.01%
Communication Services
4.58%
Energy
4.32%
Industrials
26.72%
Information Technology
13.39%
Defensive
13.62%
Consumer Staples
6.00%
Health Care
6.36%
Utilities
1.26%
Not Classified
5.41%
Non Classified Equity
0.12%
Not Classified - Non Equity
5.29%
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