Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.90%
Stock 92.39%
Bond 3.98%
Convertible 0.00%
Preferred 0.42%
Other 0.31%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 96.58%    % Emerging Markets: 3.44%    % Unidentified Markets: -0.02%

Americas 54.73%
53.21%
Canada 7.32%
United States 45.89%
1.52%
Brazil 1.04%
Mexico 0.29%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.37%
United Kingdom 8.54%
20.45%
Austria 0.36%
Belgium 0.27%
Denmark 0.78%
Finland 0.23%
France 5.51%
Germany 3.34%
Ireland 1.61%
Italy 1.23%
Netherlands 2.92%
Norway 0.03%
Spain 0.45%
Sweden 0.45%
Switzerland 3.08%
0.00%
Turkey 0.00%
0.37%
Israel 0.00%
South Africa 0.32%
United Arab Emirates 0.05%
Greater Asia 15.92%
Japan 6.73%
0.19%
Australia 0.19%
7.40%
Hong Kong 1.37%
Singapore 1.63%
South Korea 1.61%
Taiwan 2.79%
1.59%
China 0.53%
India 0.49%
Indonesia 0.10%
Malaysia 0.01%
Thailand 0.46%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
35.62%
Materials
3.50%
Consumer Discretionary
11.13%
Financials
19.88%
Real Estate
1.11%
Sensitive
43.89%
Communication Services
9.78%
Energy
3.12%
Industrials
11.38%
Information Technology
19.61%
Defensive
16.04%
Consumer Staples
5.17%
Health Care
10.54%
Utilities
0.33%
Not Classified
4.45%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.45%
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