Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.03%
Stock 95.55%
Bond 2.42%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 87.47%
Mid 11.38%
Small 1.15%
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Region Exposure

% Developed Markets: 97.89%    % Emerging Markets: 0.44%    % Unidentified Markets: 1.68%

Americas 2.70%
2.70%
United States 2.70%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 74.72%
United Kingdom 24.15%
50.56%
Belgium 1.84%
Denmark 0.64%
Finland 0.95%
France 15.48%
Germany 11.38%
Ireland 3.70%
Italy 1.59%
Netherlands 7.08%
Portugal 0.64%
Spain 1.80%
Switzerland 5.47%
0.00%
0.00%
Greater Asia 20.91%
Japan 17.76%
0.08%
3.07%
Hong Kong 1.03%
South Korea 1.20%
Taiwan 0.85%
0.00%
Unidentified Region 1.68%

Stock Sector Exposure

Cyclical
38.50%
Materials
6.09%
Consumer Discretionary
9.78%
Financials
20.85%
Real Estate
1.78%
Sensitive
36.01%
Communication Services
3.24%
Energy
2.05%
Industrials
19.59%
Information Technology
11.14%
Defensive
21.13%
Consumer Staples
6.17%
Health Care
10.99%
Utilities
3.98%
Not Classified
4.36%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.36%
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