Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.73%
Stock 97.94%
Bond 0.45%
Convertible 0.00%
Preferred 0.00%
Other 0.88%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 16.23%
Mid 18.00%
Small 65.76%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.63%    % Emerging Markets: 2.29%    % Unidentified Markets: 1.08%

Americas 64.97%
62.50%
Canada 3.09%
United States 59.42%
2.47%
Brazil 0.13%
Mexico 0.17%
Peru 0.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.30%
United Kingdom 5.30%
11.95%
Austria 0.42%
Belgium 0.08%
Denmark 0.05%
France 2.23%
Germany 0.39%
Greece 1.38%
Ireland 1.71%
Italy 0.62%
Netherlands 1.11%
Norway 0.55%
Portugal 0.11%
Spain 0.76%
Sweden 1.22%
Switzerland 0.99%
0.02%
Poland 0.02%
0.03%
Israel 0.03%
Greater Asia 16.64%
Japan 8.27%
0.15%
Australia 0.14%
6.35%
Hong Kong 1.83%
Singapore 0.61%
South Korea 2.48%
Taiwan 1.43%
1.87%
China 1.26%
India 0.48%
Indonesia 0.02%
Malaysia 0.03%
Philippines 0.08%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
43.71%
Materials
5.27%
Consumer Discretionary
16.02%
Financials
21.20%
Real Estate
1.22%
Sensitive
38.19%
Communication Services
0.87%
Energy
7.40%
Industrials
15.36%
Information Technology
14.55%
Defensive
16.69%
Consumer Staples
6.52%
Health Care
8.94%
Utilities
1.23%
Not Classified
1.41%
Non Classified Equity
0.19%
Not Classified - Non Equity
1.22%
As of September 30, 2025
View Region Exposure
Start Trial

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