Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.41%
Stock 96.53%
Bond 1.42%
Convertible 0.00%
Preferred 0.00%
Other 1.64%
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Market Capitalization

As of September 30, 2025
Large 25.37%
Mid 34.46%
Small 40.17%
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Region Exposure

% Developed Markets: 97.76%    % Emerging Markets: 0.26%    % Unidentified Markets: 1.99%

Americas 64.22%
63.89%
Canada 2.30%
United States 61.59%
0.33%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.89%
United Kingdom 3.69%
9.20%
Belgium 0.89%
Finland 0.13%
France 2.52%
Germany 1.94%
Netherlands 0.29%
Norway 0.10%
Spain 0.71%
Sweden 1.63%
Switzerland 0.92%
0.00%
0.00%
Greater Asia 20.90%
Japan 9.59%
6.18%
Australia 6.18%
5.13%
Hong Kong 2.64%
Singapore 2.49%
0.00%
Unidentified Region 1.99%

Stock Sector Exposure

Cyclical
91.63%
Materials
0.00%
Consumer Discretionary
0.11%
Financials
0.00%
Real Estate
91.51%
Sensitive
0.49%
Communication Services
0.12%
Energy
0.00%
Industrials
0.00%
Information Technology
0.37%
Defensive
1.49%
Consumer Staples
0.00%
Health Care
1.49%
Utilities
0.00%
Not Classified
6.39%
Non Classified Equity
3.50%
Not Classified - Non Equity
2.89%
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