Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.23%
Stock 92.08%
Bond 2.37%
Convertible 0.00%
Preferred 0.63%
Other 0.70%
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Market Capitalization

As of September 30, 2025
Large 83.81%
Mid 14.73%
Small 1.46%
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Region Exposure

% Developed Markets: 84.28%    % Emerging Markets: 11.22%    % Unidentified Markets: 4.50%

Americas 12.78%
10.67%
Canada 7.95%
United States 2.72%
2.11%
Brazil 1.25%
Chile 0.04%
Colombia 0.08%
Mexico 0.57%
Peru 0.07%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.10%
United Kingdom 8.84%
29.54%
Austria 0.30%
Belgium 0.54%
Denmark 1.15%
Finland 0.60%
France 5.23%
Germany 5.33%
Greece 0.26%
Ireland 0.83%
Italy 1.80%
Netherlands 3.12%
Norway 0.38%
Portugal 0.09%
Spain 2.08%
Sweden 2.18%
Switzerland 5.11%
0.53%
Czech Republic 0.04%
Poland 0.22%
Turkey 0.21%
3.18%
Egypt 0.08%
Israel 0.84%
Qatar 0.13%
Saudi Arabia 0.83%
South Africa 0.92%
United Arab Emirates 0.38%
Greater Asia 40.62%
Japan 15.99%
4.58%
Australia 4.40%
13.21%
Hong Kong 2.52%
Singapore 1.51%
South Korea 3.43%
Taiwan 5.66%
6.84%
China 5.51%
Indonesia 0.26%
Malaysia 0.59%
Philippines 0.17%
Thailand 0.30%
Unidentified Region 4.50%

Stock Sector Exposure

Cyclical
40.38%
Materials
6.18%
Consumer Discretionary
9.87%
Financials
22.62%
Real Estate
1.71%
Sensitive
37.73%
Communication Services
6.03%
Energy
4.05%
Industrials
14.81%
Information Technology
12.84%
Defensive
15.23%
Consumer Staples
5.29%
Health Care
7.20%
Utilities
2.73%
Not Classified
6.66%
Non Classified Equity
0.21%
Not Classified - Non Equity
6.45%
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