Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.84%
Stock 96.47%
Bond 1.08%
Convertible 0.00%
Preferred 0.27%
Other 0.33%
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Market Capitalization

As of September 30, 2025
Large 87.72%
Mid 9.73%
Small 2.55%
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Region Exposure

% Developed Markets: 94.91%    % Emerging Markets: 2.63%    % Unidentified Markets: 2.46%

Americas 12.52%
12.52%
Canada 1.93%
United States 10.59%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.51%
United Kingdom 16.46%
50.04%
Austria 0.45%
Belgium 1.30%
Denmark 0.58%
Finland 1.31%
France 13.92%
Germany 5.82%
Ireland 5.77%
Italy 0.45%
Netherlands 8.71%
Spain 0.59%
Sweden 7.53%
Switzerland 3.61%
0.00%
0.00%
Greater Asia 18.52%
Japan 12.52%
0.00%
3.37%
Hong Kong 0.07%
Taiwan 3.30%
2.63%
China 1.81%
India 0.82%
Unidentified Region 2.46%

Stock Sector Exposure

Cyclical
32.18%
Materials
9.91%
Consumer Discretionary
8.41%
Financials
13.87%
Real Estate
0.00%
Sensitive
60.95%
Communication Services
4.50%
Energy
0.39%
Industrials
37.71%
Information Technology
18.36%
Defensive
3.65%
Consumer Staples
0.35%
Health Care
3.30%
Utilities
0.00%
Not Classified
3.22%
Non Classified Equity
0.27%
Not Classified - Non Equity
2.94%
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