Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.52%
Stock 90.46%
Bond 0.00%
Convertible 0.00%
Preferred 0.11%
Other 9.95%
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Market Capitalization

As of September 30, 2025
Large 0.09%
Mid 8.06%
Small 91.86%
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Region Exposure

% Developed Markets: 88.76%    % Emerging Markets: 1.80%    % Unidentified Markets: 9.45%

Americas 20.96%
19.22%
Canada 2.59%
United States 16.63%
1.74%
Brazil 0.14%
Mexico 0.15%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.92%
United Kingdom 9.25%
16.96%
Austria 0.51%
Belgium 0.78%
Denmark 1.19%
Finland 1.53%
France 2.22%
Germany 2.35%
Greece 0.06%
Ireland 0.90%
Italy 0.74%
Netherlands 0.86%
Norway 0.75%
Spain 1.82%
Sweden 2.10%
Switzerland 0.48%
0.03%
Poland 0.03%
0.68%
Israel 0.50%
South Africa 0.00%
United Arab Emirates 0.18%
Greater Asia 42.67%
Japan 33.26%
2.41%
Australia 1.70%
5.76%
Hong Kong 1.88%
Singapore 1.59%
South Korea 2.28%
1.24%
China 0.82%
Indonesia 0.30%
Malaysia 0.03%
Philippines 0.09%
Unidentified Region 9.45%

Stock Sector Exposure

Cyclical
42.52%
Materials
6.97%
Consumer Discretionary
17.85%
Financials
15.06%
Real Estate
2.65%
Sensitive
43.95%
Communication Services
5.20%
Energy
2.59%
Industrials
27.08%
Information Technology
9.09%
Defensive
13.09%
Consumer Staples
7.36%
Health Care
5.42%
Utilities
0.31%
Not Classified
0.44%
Non Classified Equity
0.44%
Not Classified - Non Equity
0.00%
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