Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.21%
Stock 98.88%
Bond 0.13%
Convertible 0.00%
Preferred 0.00%
Other 0.78%
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Market Capitalization

As of September 30, 2025
Large 81.38%
Mid 13.79%
Small 4.83%
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Region Exposure

% Developed Markets: 98.10%    % Emerging Markets: 0.92%    % Unidentified Markets: 0.98%

Americas 59.01%
57.78%
Canada 0.57%
United States 57.20%
1.24%
Mexico 0.53%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.69%
United Kingdom 12.23%
21.46%
Belgium 0.57%
Denmark 1.61%
France 6.94%
Germany 1.81%
Ireland 0.26%
Italy 0.89%
Netherlands 3.99%
Spain 2.08%
Switzerland 3.31%
-0.00%
Poland -0.00%
0.00%
Greater Asia 6.31%
Japan 2.31%
1.04%
Australia 1.04%
2.58%
Hong Kong 0.59%
Taiwan 1.99%
0.39%
India 0.39%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
33.56%
Materials
2.04%
Consumer Discretionary
10.07%
Financials
20.07%
Real Estate
1.38%
Sensitive
47.04%
Communication Services
8.85%
Energy
4.06%
Industrials
11.33%
Information Technology
22.80%
Defensive
19.16%
Consumer Staples
3.89%
Health Care
12.72%
Utilities
2.54%
Not Classified
0.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.25%
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