Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.19%
Stock 97.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.16%
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Market Capitalization

As of September 30, 2025
Large 44.49%
Mid 44.03%
Small 11.48%
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Region Exposure

% Developed Markets: 96.30%    % Emerging Markets: 3.87%    % Unidentified Markets: -0.16%

Americas 60.88%
57.37%
Canada 14.35%
United States 43.03%
3.51%
Chile 0.28%
Mexico 3.23%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.17%
United Kingdom 6.44%
26.73%
Belgium 1.42%
France 5.63%
Germany 0.87%
Italy 6.45%
Netherlands 3.78%
Portugal 0.28%
Spain 7.24%
Switzerland 1.06%
0.00%
0.00%
Greater Asia 6.11%
Japan 0.00%
5.70%
Australia 4.24%
0.42%
South Korea 0.42%
0.00%
Unidentified Region -0.16%

Stock Sector Exposure

Cyclical
5.11%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.81%
Real Estate
4.30%
Sensitive
32.34%
Communication Services
3.08%
Energy
7.55%
Industrials
21.71%
Information Technology
0.00%
Defensive
62.19%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
62.19%
Not Classified
0.37%
Non Classified Equity
0.37%
Not Classified - Non Equity
0.00%
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