Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.08%
Stock 97.70%
Bond 0.84%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 0.00%
Mid 8.63%
Small 91.37%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.31%

Americas 65.14%
62.44%
United States 62.44%
2.71%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.83%
United Kingdom 4.34%
15.49%
Belgium 0.67%
France 2.56%
Germany 3.15%
Ireland 0.18%
Italy 3.65%
Norway 1.16%
Spain 2.05%
Sweden 1.44%
Switzerland 0.63%
0.00%
0.00%
Greater Asia 13.71%
Japan 11.82%
1.89%
Australia 1.89%
0.00%
0.00%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
35.90%
Materials
9.66%
Consumer Discretionary
6.49%
Financials
15.00%
Real Estate
4.74%
Sensitive
47.10%
Communication Services
0.51%
Energy
1.24%
Industrials
29.21%
Information Technology
16.14%
Defensive
14.69%
Consumer Staples
6.39%
Health Care
8.30%
Utilities
0.00%
Not Classified
2.31%
Non Classified Equity
0.45%
Not Classified - Non Equity
1.86%
As of September 30, 2025
View Region Exposure
Start Trial

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