Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.46%
Stock 96.95%
Bond 0.70%
Convertible 0.00%
Preferred 0.12%
Other 0.78%
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Market Capitalization

As of September 30, 2025
Large 5.26%
Mid 32.93%
Small 61.82%
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Region Exposure

% Developed Markets: 94.57%    % Emerging Markets: 4.02%    % Unidentified Markets: 1.41%

Americas 6.17%
5.82%
Canada 4.10%
United States 1.72%
0.36%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.21%
United Kingdom 16.96%
34.85%
Austria 0.09%
Belgium 2.08%
Denmark 0.10%
Finland 0.01%
France 3.55%
Germany 5.40%
Greece 0.30%
Ireland 1.81%
Italy 3.41%
Netherlands 4.68%
Norway 1.73%
Portugal 0.00%
Spain 0.95%
Sweden 10.13%
Switzerland 0.34%
1.70%
Poland 0.05%
Turkey 0.18%
1.69%
Israel 1.69%
Greater Asia 37.20%
Japan 31.64%
2.78%
Australia 2.78%
1.73%
Hong Kong 0.02%
Singapore 0.33%
South Korea 0.40%
Taiwan 0.98%
1.06%
China 0.17%
Indonesia 0.24%
Philippines 0.65%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
32.72%
Materials
6.27%
Consumer Discretionary
13.75%
Financials
9.42%
Real Estate
3.28%
Sensitive
55.42%
Communication Services
6.20%
Energy
2.02%
Industrials
31.11%
Information Technology
16.10%
Defensive
9.10%
Consumer Staples
4.68%
Health Care
4.39%
Utilities
0.03%
Not Classified
2.76%
Non Classified Equity
0.85%
Not Classified - Non Equity
1.91%
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