Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.45%
Stock 92.72%
Bond 3.82%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 13.20%
Mid 40.76%
Small 46.04%
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Region Exposure

% Developed Markets: 88.47%    % Emerging Markets: 8.45%    % Unidentified Markets: 3.08%

Americas 16.45%
13.53%
Canada 9.33%
United States 4.20%
2.92%
Brazil 1.58%
Mexico 0.62%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.33%
United Kingdom 17.65%
30.85%
Austria 2.16%
Denmark 1.20%
Finland 1.04%
France 1.19%
Germany 8.28%
Ireland 1.80%
Italy 2.98%
Netherlands 1.59%
Norway 1.01%
Spain 2.84%
Sweden 0.44%
Switzerland 6.33%
0.00%
1.82%
Israel 1.19%
South Africa 0.63%
Greater Asia 30.14%
Japan 15.75%
3.63%
Australia 3.63%
5.15%
Hong Kong 0.47%
South Korea 2.73%
Taiwan 1.95%
5.62%
China 1.81%
India 3.81%
Unidentified Region 3.08%

Stock Sector Exposure

Cyclical
30.03%
Materials
9.33%
Consumer Discretionary
13.57%
Financials
4.79%
Real Estate
2.35%
Sensitive
51.06%
Communication Services
5.11%
Energy
5.39%
Industrials
27.99%
Information Technology
12.57%
Defensive
11.98%
Consumer Staples
6.45%
Health Care
5.54%
Utilities
0.00%
Not Classified
6.93%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.93%
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