Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.98%
Stock 91.72%
Bond 2.80%
Convertible 0.00%
Preferred 0.08%
Other 0.42%
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Market Capitalization

As of September 30, 2025
Large 79.30%
Mid 16.75%
Small 3.95%
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Region Exposure

% Developed Markets: 94.20%    % Emerging Markets: 0.71%    % Unidentified Markets: 5.09%

Americas 17.90%
17.90%
Canada 11.47%
United States 6.42%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.36%
United Kingdom 14.94%
41.92%
Austria 0.25%
Belgium 1.33%
Denmark 1.03%
Finland 1.10%
France 8.38%
Germany 8.23%
Ireland 3.07%
Italy 3.10%
Netherlands 3.72%
Norway 0.77%
Portugal 0.17%
Spain 3.14%
Sweden 2.98%
Switzerland 4.46%
0.00%
0.50%
Israel 0.50%
Greater Asia 19.65%
Japan 15.00%
1.59%
Australia 1.52%
2.36%
Hong Kong 0.43%
Singapore 0.95%
Taiwan 0.99%
0.71%
China 0.61%
India 0.08%
Indonesia 0.03%
Unidentified Region 5.09%

Stock Sector Exposure

Cyclical
42.08%
Materials
7.47%
Consumer Discretionary
6.36%
Financials
27.60%
Real Estate
0.64%
Sensitive
41.89%
Communication Services
3.85%
Energy
3.56%
Industrials
22.80%
Information Technology
11.70%
Defensive
8.38%
Consumer Staples
3.26%
Health Care
4.46%
Utilities
0.65%
Not Classified
7.65%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.65%
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