Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.45%
Stock 98.11%
Bond 0.37%
Convertible 0.00%
Preferred 0.00%
Other 1.07%
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Market Capitalization

As of September 30, 2025
Large 75.00%
Mid 17.65%
Small 7.35%
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Region Exposure

% Developed Markets: 97.96%    % Emerging Markets: 1.40%    % Unidentified Markets: 0.64%

Americas 63.00%
62.70%
Canada 18.13%
United States 44.57%
0.30%
Brazil 0.22%
Chile 0.03%
Mexico 0.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.91%
United Kingdom 7.27%
15.33%
Belgium 0.00%
Denmark 0.18%
Finland 0.58%
France 2.91%
Germany 2.06%
Ireland 0.70%
Italy 2.10%
Netherlands 1.70%
Norway 0.72%
Spain 1.43%
Sweden 1.40%
Switzerland 1.56%
0.11%
Czech Republic 0.02%
Poland 0.05%
Turkey 0.02%
0.21%
Saudi Arabia 0.12%
South Africa 0.09%
Greater Asia 13.46%
Japan 6.02%
4.05%
Australia 4.05%
2.59%
Hong Kong 1.51%
Singapore 0.60%
South Korea 0.13%
Taiwan 0.36%
0.79%
China 0.48%
India 0.07%
Indonesia 0.07%
Malaysia 0.08%
Philippines 0.02%
Thailand 0.06%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
41.24%
Materials
7.63%
Consumer Discretionary
4.83%
Financials
20.94%
Real Estate
7.83%
Sensitive
37.92%
Communication Services
3.67%
Energy
10.57%
Industrials
7.76%
Information Technology
15.93%
Defensive
19.48%
Consumer Staples
4.84%
Health Care
5.79%
Utilities
8.85%
Not Classified
1.36%
Non Classified Equity
0.74%
Not Classified - Non Equity
0.61%
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