Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.18%
Stock 99.73%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of September 30, 2025
Large 84.28%
Mid 13.85%
Small 1.87%
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Region Exposure

% Developed Markets: 91.62%    % Emerging Markets: 8.29%    % Unidentified Markets: 0.09%

Americas 63.81%
62.50%
Canada 3.06%
United States 59.44%
1.31%
Chile 0.60%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.22%
United Kingdom 5.16%
12.28%
Belgium 0.00%
Denmark 0.30%
Finland 0.17%
France 2.29%
Germany 1.82%
Greece 0.09%
Ireland 1.53%
Netherlands 2.35%
Norway 0.00%
Spain 1.09%
Sweden 0.57%
Switzerland 2.08%
0.00%
1.78%
South Africa 1.27%
United Arab Emirates 0.51%
Greater Asia 16.87%
Japan 3.01%
0.21%
Australia 0.21%
7.93%
Hong Kong 1.81%
Singapore 0.04%
South Korea 1.25%
Taiwan 4.83%
5.71%
China 5.15%
India 0.14%
Thailand 0.42%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
37.84%
Materials
5.43%
Consumer Discretionary
11.74%
Financials
18.35%
Real Estate
2.32%
Sensitive
51.21%
Communication Services
8.71%
Energy
0.70%
Industrials
10.12%
Information Technology
31.67%
Defensive
10.86%
Consumer Staples
2.91%
Health Care
6.80%
Utilities
1.15%
Not Classified
0.10%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.10%
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