Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.20%
Stock 97.64%
Bond 0.15%
Convertible 0.00%
Preferred 0.67%
Other 1.34%
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Market Capitalization

As of September 30, 2025
Large 55.53%
Mid 26.08%
Small 18.39%
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Region Exposure

% Developed Markets: 98.82%    % Emerging Markets: 0.11%    % Unidentified Markets: 1.07%

Americas 0.35%
0.16%
United States 0.16%
0.19%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.17%
United Kingdom 8.56%
57.37%
Austria 1.06%
Belgium 1.85%
Denmark 4.11%
Finland 2.10%
France 8.29%
Germany 8.34%
Ireland 2.16%
Italy 3.86%
Netherlands 5.28%
Norway 2.03%
Portugal 1.07%
Spain 4.30%
Sweden 3.86%
Switzerland 8.51%
0.00%
2.24%
Israel 2.24%
Greater Asia 30.41%
Japan 12.55%
9.48%
Australia 8.42%
8.32%
Hong Kong 3.89%
Singapore 4.34%
0.06%
China 0.06%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
38.72%
Materials
8.63%
Consumer Discretionary
10.44%
Financials
12.59%
Real Estate
7.07%
Sensitive
34.19%
Communication Services
8.90%
Energy
5.11%
Industrials
11.60%
Information Technology
8.58%
Defensive
26.29%
Consumer Staples
9.52%
Health Care
9.73%
Utilities
7.04%
Not Classified
0.80%
Non Classified Equity
0.49%
Not Classified - Non Equity
0.30%
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