Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.30%
Stock 97.94%
Bond 0.76%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 95.56%
Mid 4.44%
Small 0.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 83.81%    % Emerging Markets: 14.89%    % Unidentified Markets: 1.30%

Americas 20.24%
18.91%
Canada 5.36%
United States 13.56%
1.33%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.42%
United Kingdom 11.29%
39.29%
Austria 1.41%
Denmark 1.45%
France 7.61%
Germany 12.48%
Ireland 4.48%
Italy 1.56%
Netherlands 3.39%
Spain 1.94%
Switzerland 3.22%
0.00%
3.85%
Israel 3.85%
Greater Asia 24.03%
Japan 3.74%
0.00%
6.74%
Singapore 1.47%
Taiwan 5.27%
13.56%
China 3.65%
India 9.91%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
42.40%
Materials
7.52%
Consumer Discretionary
11.63%
Financials
23.26%
Real Estate
0.00%
Sensitive
53.60%
Communication Services
6.81%
Energy
0.00%
Industrials
33.69%
Information Technology
13.10%
Defensive
1.94%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
1.94%
Not Classified
2.06%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.06%
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