Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.30%
Stock 98.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.36%
Other 1.09%
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Market Capitalization

As of September 30, 2025
Large 83.20%
Mid 15.81%
Small 1.00%
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Region Exposure

% Developed Markets: 98.87%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.13%

Americas 11.37%
11.37%
Canada 10.98%
United States 0.39%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.68%
United Kingdom 9.60%
48.08%
Belgium 0.73%
Denmark 5.84%
Finland 1.71%
France 8.86%
Germany 3.29%
Ireland 0.49%
Italy 1.59%
Netherlands 9.96%
Norway 1.12%
Spain 1.30%
Sweden 2.48%
Switzerland 10.47%
0.00%
0.00%
Israel 0.00%
Greater Asia 29.82%
Japan 22.30%
5.28%
Australia 5.19%
2.24%
Hong Kong 2.14%
Singapore 0.10%
0.00%
Unidentified Region 1.13%

Stock Sector Exposure

Cyclical
45.92%
Materials
7.38%
Consumer Discretionary
10.73%
Financials
25.56%
Real Estate
2.25%
Sensitive
35.33%
Communication Services
4.57%
Energy
0.00%
Industrials
19.19%
Information Technology
11.56%
Defensive
18.42%
Consumer Staples
7.19%
Health Care
11.14%
Utilities
0.08%
Not Classified
0.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.34%
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