Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.04%
Stock 96.99%
Bond 0.66%
Convertible 0.00%
Preferred 0.68%
Other 0.63%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 88.28%
Mid 11.07%
Small 0.65%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 81.17%    % Emerging Markets: 17.39%    % Unidentified Markets: 1.44%

Americas 11.16%
9.00%
Canada 7.96%
United States 1.04%
2.16%
Brazil 1.25%
Chile 0.14%
Colombia 0.04%
Mexico 0.62%
Peru 0.07%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.02%
United Kingdom 8.61%
31.46%
Austria 0.13%
Belgium 0.50%
Denmark 1.15%
Finland 0.64%
France 5.98%
Germany 5.90%
Greece 0.17%
Ireland 0.82%
Italy 1.86%
Netherlands 3.64%
Norway 0.36%
Portugal 0.11%
Spain 2.08%
Sweden 1.84%
Switzerland 5.82%
0.54%
Czech Republic 0.04%
Poland 0.27%
Turkey 0.14%
3.40%
Egypt 0.02%
Israel 0.64%
Qatar 0.21%
Saudi Arabia 0.98%
South Africa 0.91%
United Arab Emirates 0.43%
Greater Asia 43.38%
Japan 13.34%
4.17%
Australia 4.01%
13.04%
Hong Kong 2.73%
Singapore 1.21%
South Korea 3.26%
Taiwan 5.81%
12.83%
China 7.20%
India 4.53%
Indonesia 0.33%
Malaysia 0.35%
Philippines 0.11%
Thailand 0.30%
Unidentified Region 1.44%

Stock Sector Exposure

Cyclical
42.79%
Materials
6.50%
Consumer Discretionary
10.43%
Financials
24.47%
Real Estate
1.38%
Sensitive
38.77%
Communication Services
6.15%
Energy
4.39%
Industrials
14.48%
Information Technology
13.75%
Defensive
16.54%
Consumer Staples
5.95%
Health Care
7.62%
Utilities
2.97%
Not Classified
1.90%
Non Classified Equity
0.27%
Not Classified - Non Equity
1.63%
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