Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.62%
Stock 94.02%
Bond 2.65%
Convertible 0.00%
Preferred 0.34%
Other 2.38%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 90.14%    % Emerging Markets: 7.56%    % Unidentified Markets: 2.30%

Americas 62.21%
59.76%
Canada 1.10%
United States 58.67%
2.45%
Brazil 0.65%
Chile 0.02%
Colombia 0.02%
Mexico 0.64%
Peru 0.14%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.93%
United Kingdom 3.55%
15.27%
Austria 0.11%
Belgium 0.26%
Denmark 0.14%
Finland 0.07%
France 2.97%
Germany 3.21%
Greece 0.06%
Ireland 2.88%
Italy 0.39%
Netherlands 1.31%
Norway 0.04%
Portugal 0.22%
Spain 0.41%
Sweden 0.25%
Switzerland 2.55%
0.20%
Poland 0.10%
Turkey 0.04%
0.91%
Israel 0.26%
Qatar 0.03%
Saudi Arabia 0.22%
South Africa 0.25%
United Arab Emirates 0.15%
Greater Asia 15.56%
Japan 3.89%
0.69%
Australia 0.65%
5.88%
Hong Kong 1.22%
Singapore 0.56%
South Korea 1.52%
Taiwan 2.58%
5.10%
China 2.45%
India 2.26%
Indonesia 0.22%
Kazakhstan 0.02%
Malaysia 0.04%
Philippines 0.01%
Thailand 0.10%
Unidentified Region 2.30%

Stock Sector Exposure

Cyclical
33.76%
Materials
2.84%
Consumer Discretionary
10.61%
Financials
18.65%
Real Estate
1.66%
Sensitive
46.00%
Communication Services
8.39%
Energy
2.83%
Industrials
11.13%
Information Technology
23.64%
Defensive
15.36%
Consumer Staples
5.07%
Health Care
8.11%
Utilities
2.18%
Not Classified
4.88%
Non Classified Equity
0.25%
Not Classified - Non Equity
4.63%
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