Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.56%
Stock 97.56%
Bond 0.33%
Convertible 0.00%
Preferred 0.21%
Other 1.33%
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Market Capitalization

As of September 30, 2025
Large 1.01%
Mid 37.75%
Small 61.23%
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Region Exposure

% Developed Markets: 98.08%    % Emerging Markets: 0.37%    % Unidentified Markets: 1.55%

Americas 0.74%
0.45%
Canada 0.03%
United States 0.42%
0.29%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.13%
United Kingdom 12.29%
31.01%
Austria 1.27%
Belgium 1.57%
Denmark 1.89%
Finland 1.08%
France 3.29%
Germany 3.82%
Ireland 0.41%
Italy 3.24%
Netherlands 1.23%
Norway 1.59%
Portugal 0.20%
Spain 1.47%
Sweden 4.86%
Switzerland 4.35%
0.06%
3.78%
Israel 3.78%
Greater Asia 50.57%
Japan 35.60%
11.10%
Australia 10.74%
3.81%
Hong Kong 1.49%
Singapore 2.27%
0.06%
China 0.06%
Unidentified Region 1.55%

Stock Sector Exposure

Cyclical
46.24%
Materials
10.35%
Consumer Discretionary
12.64%
Financials
12.64%
Real Estate
10.62%
Sensitive
39.07%
Communication Services
4.34%
Energy
2.93%
Industrials
22.41%
Information Technology
9.40%
Defensive
13.33%
Consumer Staples
5.18%
Health Care
5.71%
Utilities
2.44%
Not Classified
1.35%
Non Classified Equity
0.54%
Not Classified - Non Equity
0.81%
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