Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.20%
Stock 97.16%
Bond 0.71%
Convertible 0.00%
Preferred 0.22%
Other 0.70%
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Market Capitalization

As of September 30, 2025
Large 91.31%
Mid 7.62%
Small 1.06%
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Region Exposure

% Developed Markets: 95.50%    % Emerging Markets: 1.86%    % Unidentified Markets: 2.64%

Americas 1.62%
1.62%
United States 1.62%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.73%
United Kingdom 21.80%
46.43%
Belgium 1.99%
Denmark 0.56%
Finland 1.88%
France 9.74%
Germany 14.42%
Ireland 2.79%
Italy 3.03%
Spain 3.90%
Sweden 1.68%
Switzerland 6.32%
0.00%
0.51%
Israel 0.26%
South Africa 0.24%
Greater Asia 27.00%
Japan 20.99%
2.60%
Australia 2.60%
1.79%
Singapore 1.79%
1.62%
China 0.70%
India 0.49%
Indonesia 0.42%
Unidentified Region 2.64%

Stock Sector Exposure

Cyclical
56.23%
Materials
11.64%
Consumer Discretionary
5.07%
Financials
38.99%
Real Estate
0.53%
Sensitive
30.02%
Communication Services
3.71%
Energy
6.38%
Industrials
16.85%
Information Technology
3.07%
Defensive
11.12%
Consumer Staples
4.30%
Health Care
5.86%
Utilities
0.96%
Not Classified
2.64%
Non Classified Equity
0.71%
Not Classified - Non Equity
1.93%
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