Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.76%
Stock 95.83%
Bond 2.66%
Convertible 0.00%
Preferred 0.66%
Other 0.09%
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Market Capitalization

As of September 30, 2025
Large 79.03%
Mid 20.23%
Small 0.74%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.09%    % Unidentified Markets: 0.26%

Americas 3.30%
3.30%
Canada 2.91%
United States 0.39%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.74%
United Kingdom 13.78%
49.34%
Austria 0.21%
Belgium 0.69%
Denmark 1.78%
Finland 1.00%
France 9.75%
Germany 10.12%
Ireland 0.91%
Italy 2.89%
Netherlands 5.52%
Norway 1.23%
Portugal 0.34%
Spain 3.38%
Sweden 2.92%
Switzerland 8.01%
0.00%
1.61%
Israel 1.61%
Greater Asia 31.70%
Japan 21.73%
6.14%
Australia 5.97%
3.74%
Hong Kong 2.18%
Singapore 1.56%
0.09%
China 0.09%
Unidentified Region 0.26%

Stock Sector Exposure

Cyclical
40.49%
Materials
4.94%
Consumer Discretionary
9.81%
Financials
24.65%
Real Estate
1.09%
Sensitive
35.27%
Communication Services
5.01%
Energy
3.56%
Industrials
18.12%
Information Technology
8.58%
Defensive
20.73%
Consumer Staples
7.27%
Health Care
10.09%
Utilities
3.37%
Not Classified
3.51%
Non Classified Equity
0.62%
Not Classified - Non Equity
2.90%
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