Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.53%
Stock 98.55%
Bond 0.37%
Convertible 0.00%
Preferred 0.00%
Other 0.55%
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Market Capitalization

As of September 30, 2025
Large 70.16%
Mid 27.94%
Small 1.89%
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Region Exposure

% Developed Markets: 97.07%    % Emerging Markets: 1.75%    % Unidentified Markets: 1.18%

Americas 5.04%
5.04%
Canada 4.67%
United States 0.37%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.24%
United Kingdom 9.61%
44.63%
Belgium 2.75%
France 6.97%
Germany 14.17%
Ireland 1.73%
Italy 3.36%
Netherlands 1.25%
Portugal 0.41%
Spain 6.44%
Sweden 5.22%
Switzerland 2.33%
0.00%
0.00%
Greater Asia 39.54%
Japan 31.77%
3.10%
Australia 3.10%
3.70%
South Korea 3.70%
0.98%
Indonesia 0.98%
Unidentified Region 1.18%

Stock Sector Exposure

Cyclical
39.46%
Materials
8.92%
Consumer Discretionary
8.56%
Financials
21.98%
Real Estate
0.00%
Sensitive
45.81%
Communication Services
1.70%
Energy
0.72%
Industrials
31.61%
Information Technology
11.78%
Defensive
13.72%
Consumer Staples
2.79%
Health Care
10.93%
Utilities
0.00%
Not Classified
1.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.01%
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