Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.23%
Stock 96.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 0.02%
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Market Capitalization

As of September 30, 2025
Large 12.49%
Mid 16.07%
Small 71.45%
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Region Exposure

% Developed Markets: 97.75%    % Emerging Markets: 1.98%    % Unidentified Markets: 0.27%

Americas 1.35%
1.34%
Canada 3.42%
United States -2.08%
0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.27%
United Kingdom 9.83%
32.65%
Austria 0.03%
Belgium 0.79%
Denmark 2.08%
Finland 0.15%
France 0.81%
Germany 5.96%
Ireland 0.08%
Italy 6.72%
Netherlands 2.43%
Norway 0.06%
Portugal 0.01%
Spain 0.16%
Sweden 9.00%
Switzerland 4.25%
0.00%
1.79%
Israel 1.79%
Greater Asia 54.11%
Japan 23.05%
2.33%
Australia 2.28%
26.76%
Hong Kong 4.72%
Singapore 0.20%
South Korea 2.87%
Taiwan 18.96%
1.97%
China 1.51%
Malaysia 0.47%
Unidentified Region 0.27%

Stock Sector Exposure

Cyclical
39.35%
Materials
3.14%
Consumer Discretionary
19.52%
Financials
15.01%
Real Estate
1.68%
Sensitive
52.91%
Communication Services
7.43%
Energy
0.00%
Industrials
12.64%
Information Technology
32.84%
Defensive
5.50%
Consumer Staples
0.53%
Health Care
4.91%
Utilities
0.06%
Not Classified
2.25%
Non Classified Equity
2.24%
Not Classified - Non Equity
0.00%
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