Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.08%
Stock 91.66%
Bond 2.69%
Convertible 0.00%
Preferred 0.58%
Other 4.98%
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Market Capitalization

As of September 30, 2025
Large 83.73%
Mid 14.50%
Small 1.78%
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Region Exposure

% Developed Markets: 91.95%    % Emerging Markets: 4.80%    % Unidentified Markets: 3.26%

Americas 11.08%
7.56%
Canada 2.43%
United States 5.13%
3.52%
Brazil 0.73%
Mexico 1.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.70%
United Kingdom 9.96%
46.98%
Austria 0.46%
Belgium 0.81%
Denmark 0.42%
Finland 0.36%
France 10.17%
Germany 9.96%
Ireland 5.08%
Italy 1.46%
Netherlands 6.35%
Norway 0.40%
Portugal 0.83%
Spain 1.38%
Sweden 1.30%
Switzerland 7.34%
0.00%
1.75%
Israel 1.63%
South Africa 0.12%
Greater Asia 26.97%
Japan 15.49%
2.06%
Australia 1.92%
6.83%
Hong Kong 1.66%
Singapore 1.64%
South Korea 1.17%
Taiwan 2.36%
2.58%
China 1.80%
India 0.61%
Indonesia 0.17%
Unidentified Region 3.26%

Stock Sector Exposure

Cyclical
40.11%
Materials
4.21%
Consumer Discretionary
11.29%
Financials
23.81%
Real Estate
0.80%
Sensitive
38.92%
Communication Services
5.37%
Energy
2.49%
Industrials
18.47%
Information Technology
12.59%
Defensive
16.00%
Consumer Staples
6.12%
Health Care
8.08%
Utilities
1.80%
Not Classified
4.96%
Non Classified Equity
0.40%
Not Classified - Non Equity
4.56%
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