Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.55%
Stock 98.84%
Bond 0.41%
Convertible 0.00%
Preferred 0.00%
Other -0.81%
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Market Capitalization

As of September 30, 2025
Large 87.84%
Mid 10.89%
Small 1.27%
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Region Exposure

% Developed Markets: 99.56%    % Emerging Markets: 0.40%    % Unidentified Markets: 0.04%

Americas 1.47%
0.58%
Canada 0.50%
United States 0.07%
0.90%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 74.22%
United Kingdom 20.35%
52.21%
Belgium 4.20%
Denmark 2.19%
Finland 1.19%
France 10.47%
Germany 8.21%
Ireland 1.84%
Italy 3.95%
Netherlands 3.82%
Norway 0.00%
Portugal 2.14%
Spain 5.20%
Sweden 1.16%
Switzerland 6.92%
0.00%
1.67%
Israel 1.67%
Greater Asia 24.26%
Japan 20.28%
1.60%
Australia 1.60%
2.39%
Hong Kong 0.80%
Singapore 1.59%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
41.48%
Materials
5.62%
Consumer Discretionary
10.29%
Financials
24.47%
Real Estate
1.10%
Sensitive
34.90%
Communication Services
4.61%
Energy
2.89%
Industrials
19.15%
Information Technology
8.25%
Defensive
20.98%
Consumer Staples
7.19%
Health Care
10.85%
Utilities
2.94%
Not Classified
2.64%
Non Classified Equity
0.60%
Not Classified - Non Equity
2.04%
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