Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.67%
Stock 96.06%
Bond 0.41%
Convertible 0.00%
Preferred 1.90%
Other 0.96%
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Market Capitalization

As of September 30, 2025
Large 68.49%
Mid 24.05%
Small 7.46%
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Region Exposure

% Developed Markets: 88.86%    % Emerging Markets: 9.56%    % Unidentified Markets: 1.58%

Americas 53.41%
48.39%
Canada 0.87%
United States 47.52%
5.02%
Brazil 1.45%
Mexico 1.55%
Peru 1.12%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.10%
United Kingdom 12.34%
19.76%
Belgium 0.91%
France 3.51%
Germany 5.97%
Ireland 2.37%
Netherlands 2.13%
Spain 1.34%
Switzerland 3.54%
0.00%
0.00%
Greater Asia 12.91%
Japan 1.06%
0.00%
6.41%
Hong Kong 2.85%
South Korea 0.45%
Taiwan 3.12%
5.43%
China 2.12%
India 3.32%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
40.08%
Materials
6.13%
Consumer Discretionary
8.46%
Financials
24.52%
Real Estate
0.97%
Sensitive
32.45%
Communication Services
9.37%
Energy
3.85%
Industrials
12.09%
Information Technology
7.15%
Defensive
26.81%
Consumer Staples
3.02%
Health Care
23.13%
Utilities
0.66%
Not Classified
0.66%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.66%
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