Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.76%
Stock 94.99%
Bond 2.36%
Convertible 0.00%
Preferred 0.41%
Other 0.48%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 89.11%    % Emerging Markets: 9.40%    % Unidentified Markets: 1.50%

Americas 59.54%
56.99%
Canada 24.86%
United States 32.13%
2.55%
Brazil 0.61%
Colombia 0.03%
Mexico 1.15%
Peru 0.34%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.10%
United Kingdom 5.85%
15.71%
Austria 0.03%
Belgium 0.47%
Denmark 0.41%
Finland 0.23%
France 3.48%
Germany 2.83%
Greece 0.48%
Ireland 1.87%
Italy 0.81%
Netherlands 1.42%
Norway 0.00%
Portugal 0.02%
Spain 1.10%
Sweden 0.68%
Switzerland 1.68%
0.61%
Poland -0.00%
Turkey 0.21%
0.94%
Israel 0.06%
Saudi Arabia 0.08%
South Africa 0.58%
United Arab Emirates 0.22%
Greater Asia 15.87%
Japan 4.28%
0.25%
Australia 0.25%
5.41%
Hong Kong 0.61%
Singapore 0.20%
South Korea 1.69%
Taiwan 2.91%
5.93%
China 4.34%
India 1.23%
Indonesia 0.11%
Kazakhstan 0.02%
Malaysia 0.18%
Thailand 0.06%
Unidentified Region 1.50%

Stock Sector Exposure

Cyclical
39.59%
Materials
8.58%
Consumer Discretionary
8.69%
Financials
21.56%
Real Estate
0.76%
Sensitive
45.23%
Communication Services
7.55%
Energy
5.26%
Industrials
14.60%
Information Technology
17.82%
Defensive
10.12%
Consumer Staples
3.98%
Health Care
4.44%
Utilities
1.69%
Not Classified
5.06%
Non Classified Equity
0.72%
Not Classified - Non Equity
4.35%
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