Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.57%
Stock 99.57%
Bond 0.22%
Convertible 0.00%
Preferred 0.00%
Other -0.36%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 75.85%
Mid 13.69%
Small 10.46%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.30%    % Emerging Markets: 0.49%    % Unidentified Markets: 0.21%

Americas 61.30%
60.50%
Canada 0.63%
United States 59.87%
0.80%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.42%
United Kingdom 9.66%
17.75%
Belgium 1.75%
Denmark 0.89%
Finland 0.31%
France 5.50%
Germany 1.11%
Ireland 0.82%
Italy 0.60%
Netherlands 2.15%
Sweden 0.72%
Switzerland 3.91%
0.00%
0.00%
Greater Asia 11.07%
Japan 3.44%
0.00%
7.14%
Hong Kong 4.72%
Taiwan 2.42%
0.49%
China 0.49%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
26.69%
Materials
0.41%
Consumer Discretionary
6.84%
Financials
16.78%
Real Estate
2.65%
Sensitive
23.27%
Communication Services
3.65%
Energy
0.00%
Industrials
6.36%
Information Technology
13.26%
Defensive
49.45%
Consumer Staples
13.91%
Health Care
34.92%
Utilities
0.62%
Not Classified
0.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.59%
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