Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.18%
Stock 98.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.59%
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Market Capitalization

As of September 30, 2025
Large 70.49%
Mid 16.54%
Small 12.97%
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Region Exposure

% Developed Markets: 94.44%    % Emerging Markets: 4.96%    % Unidentified Markets: 0.59%

Americas 3.81%
1.17%
Canada 0.77%
United States 0.41%
2.64%
Mexico 2.64%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.33%
United Kingdom 21.29%
42.03%
Denmark 3.00%
Finland 9.99%
France 2.85%
Germany 5.64%
Ireland 2.86%
Italy 2.19%
Norway 1.66%
Spain 5.63%
Switzerland 5.03%
0.00%
0.00%
Greater Asia 32.27%
Japan 14.42%
0.00%
15.53%
Hong Kong 4.32%
Singapore 4.80%
South Korea 4.50%
Taiwan 1.90%
2.33%
India 2.33%
Unidentified Region 0.59%

Stock Sector Exposure

Cyclical
45.92%
Materials
12.41%
Consumer Discretionary
7.68%
Financials
25.83%
Real Estate
0.00%
Sensitive
45.91%
Communication Services
0.00%
Energy
4.52%
Industrials
20.05%
Information Technology
21.34%
Defensive
8.17%
Consumer Staples
2.03%
Health Care
6.14%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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