Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.34%
Stock 96.71%
Bond 0.26%
Convertible 0.00%
Preferred 0.69%
Other -0.00%
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Market Capitalization

As of September 30, 2025
Large 53.84%
Mid 25.36%
Small 20.80%
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Region Exposure

% Developed Markets: 92.78%    % Emerging Markets: 6.46%    % Unidentified Markets: 0.76%

Americas 32.34%
32.30%
Canada 5.82%
United States 26.49%
0.04%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.79%
United Kingdom 11.02%
29.77%
Belgium 0.04%
Denmark 1.81%
France 8.18%
Germany 4.35%
Ireland 1.38%
Netherlands 8.72%
Norway 0.00%
Spain 1.01%
Switzerland 4.27%
0.00%
0.00%
Greater Asia 26.11%
Japan 7.02%
0.98%
Australia 0.98%
11.65%
Hong Kong 7.63%
Singapore 1.90%
South Korea 2.12%
6.46%
China 5.32%
Kazakhstan 0.86%
Thailand 0.28%
Unidentified Region 0.76%

Stock Sector Exposure

Cyclical
43.76%
Materials
6.14%
Consumer Discretionary
26.69%
Financials
10.93%
Real Estate
0.00%
Sensitive
35.49%
Communication Services
0.95%
Energy
0.00%
Industrials
22.17%
Information Technology
12.37%
Defensive
17.38%
Consumer Staples
5.27%
Health Care
10.06%
Utilities
2.06%
Not Classified
3.37%
Non Classified Equity
0.86%
Not Classified - Non Equity
2.52%
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