Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.13%
Stock 98.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other 0.67%
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Market Capitalization

As of September 30, 2025
Large 65.04%
Mid 24.73%
Small 10.23%
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Region Exposure

% Developed Markets: 96.65%    % Emerging Markets: 2.80%    % Unidentified Markets: 0.55%

Americas 3.03%
1.70%
Canada 0.08%
United States 1.62%
1.33%
Brazil 0.22%
Chile 0.09%
Mexico 0.41%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.30%
United Kingdom 26.66%
34.88%
Austria 0.98%
Denmark 3.93%
Finland 1.16%
France 5.17%
Germany 3.08%
Greece 0.16%
Ireland 2.18%
Italy 2.92%
Netherlands 2.64%
Norway 1.74%
Spain 2.53%
Sweden 2.13%
Switzerland 3.66%
0.00%
0.75%
South Africa 0.75%
Greater Asia 34.13%
Japan 23.53%
3.68%
Australia 3.68%
5.71%
Hong Kong 3.58%
Singapore 0.95%
South Korea 0.37%
Taiwan 0.82%
1.21%
China 0.67%
India 0.43%
Indonesia 0.11%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
46.32%
Materials
6.95%
Consumer Discretionary
12.59%
Financials
26.53%
Real Estate
0.26%
Sensitive
37.25%
Communication Services
3.77%
Energy
3.59%
Industrials
25.98%
Information Technology
3.92%
Defensive
15.71%
Consumer Staples
8.04%
Health Care
7.67%
Utilities
0.00%
Not Classified
0.71%
Non Classified Equity
0.71%
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