Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.10%
Stock 97.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.32%
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Market Capitalization

As of September 30, 2025
Large 75.82%
Mid 20.80%
Small 3.38%
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Region Exposure

% Developed Markets: 98.63%    % Emerging Markets: 0.05%    % Unidentified Markets: 1.32%

Americas 1.54%
1.39%
United States 1.39%
0.15%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.04%
United Kingdom 12.37%
51.66%
Austria 0.47%
Belgium 0.82%
Denmark 1.19%
Finland 1.77%
France 11.98%
Germany 10.99%
Ireland 0.04%
Italy 3.24%
Netherlands 5.21%
Norway 1.38%
Portugal 0.03%
Spain 1.37%
Sweden 3.66%
Switzerland 8.66%
0.00%
0.00%
Greater Asia 33.10%
Japan 22.73%
6.84%
Australia 6.68%
3.48%
Hong Kong 2.21%
Singapore 1.27%
0.05%
China 0.05%
Unidentified Region 1.32%

Stock Sector Exposure

Cyclical
42.89%
Materials
7.47%
Consumer Discretionary
8.90%
Financials
25.52%
Real Estate
0.99%
Sensitive
36.61%
Communication Services
3.92%
Energy
2.85%
Industrials
20.47%
Information Technology
9.38%
Defensive
19.70%
Consumer Staples
6.96%
Health Care
10.63%
Utilities
2.12%
Not Classified
0.80%
Non Classified Equity
0.80%
Not Classified - Non Equity
0.00%
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