Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.41%
Stock 98.63%
Bond 0.29%
Convertible 0.00%
Preferred 0.00%
Other 0.67%
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Market Capitalization

As of September 30, 2025
Large 85.49%
Mid 12.81%
Small 1.70%
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Region Exposure

% Developed Markets: 98.91%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.09%

Americas 0.29%
0.29%
United States 0.29%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.12%
United Kingdom 11.62%
55.85%
Austria 0.26%
Belgium 0.39%
Denmark 3.74%
Finland 1.36%
France 7.77%
Germany 5.03%
Ireland 1.09%
Italy 2.59%
Netherlands 7.99%
Norway 0.46%
Spain 2.87%
Sweden 3.10%
Switzerland 19.20%
0.00%
0.65%
Israel 0.65%
Greater Asia 30.50%
Japan 20.51%
7.76%
Australia 7.46%
2.24%
Hong Kong 1.99%
Singapore 0.25%
0.00%
Unidentified Region 1.09%

Stock Sector Exposure

Cyclical
39.56%
Materials
4.72%
Consumer Discretionary
16.81%
Financials
18.02%
Real Estate
0.00%
Sensitive
36.08%
Communication Services
2.89%
Energy
0.37%
Industrials
16.48%
Information Technology
16.33%
Defensive
23.55%
Consumer Staples
7.76%
Health Care
15.21%
Utilities
0.58%
Not Classified
0.82%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.66%
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