Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.30%
Stock 97.05%
Bond 0.61%
Convertible 0.00%
Preferred 0.68%
Other -1.64%
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Market Capitalization

As of September 30, 2025
Large 81.78%
Mid 16.90%
Small 1.31%
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Region Exposure

% Developed Markets: 100.7%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.74%

Americas 3.03%
3.03%
United States 3.03%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.57%
United Kingdom 15.26%
49.92%
Austria 0.65%
Belgium 0.76%
Denmark 1.93%
Finland 2.06%
France 11.71%
Germany 8.66%
Ireland 0.25%
Italy 3.81%
Netherlands 4.07%
Norway 0.61%
Portugal 0.19%
Spain 3.04%
Sweden 2.52%
Switzerland 9.13%
0.00%
0.39%
Israel 0.39%
South Africa 0.00%
Greater Asia 32.14%
Japan 20.96%
7.85%
Australia 7.69%
3.32%
Hong Kong 1.75%
Singapore 1.56%
0.00%
Unidentified Region -0.74%

Stock Sector Exposure

Cyclical
41.31%
Materials
5.49%
Consumer Discretionary
9.21%
Financials
26.02%
Real Estate
0.59%
Sensitive
36.08%
Communication Services
5.41%
Energy
3.72%
Industrials
19.41%
Information Technology
7.54%
Defensive
20.77%
Consumer Staples
6.61%
Health Care
9.94%
Utilities
4.21%
Not Classified
1.83%
Non Classified Equity
0.29%
Not Classified - Non Equity
1.54%
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