Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.44%
Stock 97.31%
Bond 0.84%
Convertible 0.00%
Preferred 0.51%
Other -0.10%
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Market Capitalization

As of September 30, 2025
Large 86.67%
Mid 8.82%
Small 4.51%
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Region Exposure

% Developed Markets: 90.50%    % Emerging Markets: 7.48%    % Unidentified Markets: 2.02%

Americas 65.58%
64.58%
Canada 2.82%
United States 61.76%
1.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.13%
United Kingdom 2.99%
12.14%
Denmark 1.52%
Germany 1.08%
Ireland 3.50%
Italy 2.67%
Spain 1.61%
Sweden 1.07%
Switzerland 0.70%
0.00%
0.00%
Greater Asia 17.27%
Japan 3.17%
1.43%
Australia 1.43%
7.59%
Hong Kong 1.08%
Singapore 0.92%
South Korea 1.38%
Taiwan 4.21%
5.07%
China 2.90%
India 2.16%
Unidentified Region 2.02%

Stock Sector Exposure

Cyclical
34.14%
Materials
2.51%
Consumer Discretionary
7.59%
Financials
24.04%
Real Estate
0.00%
Sensitive
60.44%
Communication Services
14.22%
Energy
2.44%
Industrials
14.56%
Information Technology
29.22%
Defensive
2.47%
Consumer Staples
0.00%
Health Care
2.47%
Utilities
0.00%
Not Classified
2.95%
Non Classified Equity
0.67%
Not Classified - Non Equity
2.28%
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