Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.40%
Stock 99.65%
Bond 0.04%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of September 30, 2025
Large 65.55%
Mid 19.30%
Small 15.15%
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Region Exposure

% Developed Markets: 91.65%    % Emerging Markets: 8.36%    % Unidentified Markets: -0.01%

Americas 70.10%
66.54%
Canada 3.00%
United States 63.53%
3.56%
Brazil 0.99%
Mexico 0.88%
Peru 0.42%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.18%
United Kingdom 2.04%
14.07%
Belgium 0.37%
Denmark 0.43%
France 0.94%
Germany 1.22%
Greece 0.31%
Ireland 2.00%
Italy 2.33%
Netherlands 1.79%
Norway 0.00%
Spain 0.63%
Sweden 2.58%
Switzerland 1.46%
0.00%
1.07%
Saudi Arabia 0.19%
South Africa 0.89%
Greater Asia 12.73%
Japan 4.36%
0.21%
Australia 0.21%
3.62%
Hong Kong 0.50%
Singapore 0.42%
South Korea 0.51%
Taiwan 2.20%
4.53%
China 2.18%
India 1.43%
Indonesia 0.37%
Philippines 0.55%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
38.46%
Materials
3.25%
Consumer Discretionary
18.76%
Financials
13.79%
Real Estate
2.65%
Sensitive
48.86%
Communication Services
6.90%
Energy
1.94%
Industrials
13.55%
Information Technology
26.47%
Defensive
11.87%
Consumer Staples
5.00%
Health Care
6.87%
Utilities
0.00%
Not Classified
0.81%
Non Classified Equity
0.39%
Not Classified - Non Equity
0.43%
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