Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.76%
Stock 95.42%
Bond 1.92%
Convertible 0.00%
Preferred 0.41%
Other 0.49%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.19%    % Emerging Markets: 9.30%    % Unidentified Markets: 1.51%

Americas 59.55%
57.03%
Canada 24.71%
United States 32.32%
2.53%
Brazil 0.61%
Colombia 0.03%
Mexico 1.14%
Peru 0.33%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.16%
United Kingdom 5.87%
15.76%
Austria 0.03%
Belgium 0.47%
Denmark 0.41%
Finland 0.23%
France 3.49%
Germany 2.84%
Greece 0.47%
Ireland 1.88%
Italy 0.81%
Netherlands 1.42%
Norway 0.00%
Portugal 0.02%
Spain 1.11%
Sweden 0.68%
Switzerland 1.69%
0.60%
Poland -0.00%
Turkey 0.20%
0.93%
Israel 0.06%
Saudi Arabia 0.08%
South Africa 0.58%
United Arab Emirates 0.21%
Greater Asia 15.78%
Japan 4.29%
0.25%
Australia 0.25%
5.37%
Hong Kong 0.61%
Singapore 0.20%
South Korea 1.68%
Taiwan 2.88%
5.87%
China 4.29%
India 1.21%
Indonesia 0.11%
Kazakhstan 0.02%
Malaysia 0.17%
Thailand 0.06%
Unidentified Region 1.51%

Stock Sector Exposure

Cyclical
39.76%
Materials
8.61%
Consumer Discretionary
8.72%
Financials
21.66%
Real Estate
0.77%
Sensitive
45.44%
Communication Services
7.57%
Energy
5.29%
Industrials
14.68%
Information Technology
17.90%
Defensive
10.17%
Consumer Staples
4.00%
Health Care
4.47%
Utilities
1.70%
Not Classified
4.63%
Non Classified Equity
0.72%
Not Classified - Non Equity
3.91%
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