Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.59%
Stock 91.20%
Bond 0.00%
Convertible 0.00%
Preferred 1.94%
Other 0.27%
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Market Capitalization

As of September 30, 2025
Large 98.12%
Mid 1.88%
Small 0.00%
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Region Exposure

% Developed Markets: 73.95%    % Emerging Markets: 19.24%    % Unidentified Markets: 6.82%

Americas 19.52%
9.08%
Canada 2.95%
United States 6.13%
10.44%
Brazil 10.44%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.15%
United Kingdom 18.89%
36.33%
Denmark 0.90%
France 6.62%
Germany 8.39%
Greece 2.38%
Italy 4.33%
Netherlands 1.78%
Spain 4.49%
Switzerland 7.44%
0.00%
2.93%
United Arab Emirates 2.93%
Greater Asia 15.51%
Japan 3.23%
0.00%
3.49%
Singapore 2.52%
South Korea 0.97%
8.79%
India 7.96%
Indonesia 0.83%
Unidentified Region 6.82%

Stock Sector Exposure

Cyclical
25.67%
Materials
1.83%
Consumer Discretionary
4.38%
Financials
19.46%
Real Estate
0.00%
Sensitive
24.60%
Communication Services
4.75%
Energy
12.13%
Industrials
5.70%
Information Technology
2.02%
Defensive
49.73%
Consumer Staples
30.35%
Health Care
7.88%
Utilities
11.51%
Not Classified
0.00%
Non Classified Equity
0.00%
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