Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.40%
Stock 98.85%
Bond 0.46%
Convertible 0.00%
Preferred 0.01%
Other 0.29%
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Market Capitalization

As of September 30, 2025
Large 71.90%
Mid 26.54%
Small 1.56%
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Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.56%    % Unidentified Markets: 0.55%

Americas 13.40%
12.84%
Canada 12.34%
United States 0.50%
0.56%
Mexico 0.56%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.68%
United Kingdom 11.27%
47.43%
Austria 0.39%
Belgium 1.04%
Denmark 1.47%
Finland 0.81%
France 6.62%
Germany 10.82%
Ireland 0.28%
Italy 4.92%
Netherlands 3.73%
Norway 1.27%
Portugal 0.23%
Spain 4.69%
Sweden 2.34%
Switzerland 7.99%
0.00%
2.97%
Israel 2.97%
Greater Asia 24.37%
Japan 16.49%
3.83%
Australia 3.83%
4.05%
Hong Kong 2.81%
Singapore 1.24%
0.00%
China 0.00%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
52.56%
Materials
3.96%
Consumer Discretionary
11.46%
Financials
36.97%
Real Estate
0.17%
Sensitive
27.19%
Communication Services
2.92%
Energy
2.52%
Industrials
13.47%
Information Technology
8.28%
Defensive
19.55%
Consumer Staples
9.65%
Health Care
9.15%
Utilities
0.75%
Not Classified
0.70%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.69%
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