Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.98%
Stock 96.18%
Bond 1.18%
Convertible 0.00%
Preferred 0.43%
Other 0.24%
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Market Capitalization

As of September 30, 2025
Large 87.65%
Mid 8.78%
Small 3.57%
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Region Exposure

% Developed Markets: 78.42%    % Emerging Markets: 19.09%    % Unidentified Markets: 2.49%

Americas 16.74%
12.32%
Canada 7.29%
United States 5.03%
4.42%
Brazil 1.24%
Mexico 2.46%
Peru 0.71%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.34%
United Kingdom 12.25%
31.53%
Austria 0.13%
Belgium 1.08%
Denmark 0.34%
Finland 0.95%
France 7.10%
Germany 6.21%
Greece 0.96%
Ireland 3.37%
Italy 1.11%
Netherlands 2.71%
Norway 0.06%
Spain 1.36%
Sweden 3.15%
Switzerland 2.95%
1.19%
Poland -0.00%
Turkey 0.52%
2.37%
Israel 0.16%
Saudi Arabia 0.48%
South Africa 1.28%
United Arab Emirates 0.46%
Greater Asia 33.43%
Japan 10.97%
0.87%
Australia 0.87%
9.90%
Hong Kong 0.87%
Singapore 0.53%
South Korea 3.21%
Taiwan 5.28%
11.69%
China 8.60%
India 2.59%
Indonesia 0.13%
Malaysia 0.36%
Philippines 0.02%
Unidentified Region 2.49%

Stock Sector Exposure

Cyclical
43.69%
Materials
10.45%
Consumer Discretionary
8.43%
Financials
24.58%
Real Estate
0.23%
Sensitive
45.44%
Communication Services
6.24%
Energy
4.11%
Industrials
20.75%
Information Technology
14.34%
Defensive
7.41%
Consumer Staples
3.36%
Health Care
3.76%
Utilities
0.28%
Not Classified
3.46%
Non Classified Equity
0.27%
Not Classified - Non Equity
3.19%
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