Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.74%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.49%
Other 0.10%
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Market Capitalization

As of September 30, 2025
Large 71.10%
Mid 20.36%
Small 8.54%
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Region Exposure

% Developed Markets: 84.48%    % Emerging Markets: 15.52%    % Unidentified Markets: 0.00%

Americas 16.54%
11.66%
Canada 8.18%
United States 3.48%
4.88%
Brazil 1.22%
Chile 0.49%
Mexico 2.22%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.90%
United Kingdom 17.55%
24.21%
Austria 0.64%
Denmark 2.58%
Finland 0.77%
France 3.40%
Germany 2.01%
Greece 0.89%
Ireland 1.44%
Italy 1.92%
Netherlands 1.71%
Norway 1.15%
Spain 1.67%
Sweden 1.42%
Switzerland 2.41%
0.00%
4.14%
South Africa 4.14%
Greater Asia 37.55%
Japan 16.69%
2.46%
Australia 2.46%
11.58%
Hong Kong 4.17%
Singapore 0.91%
South Korea 2.01%
Taiwan 4.49%
6.82%
China 3.84%
India 2.36%
Indonesia 0.61%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
48.08%
Materials
8.26%
Consumer Discretionary
12.98%
Financials
26.17%
Real Estate
0.67%
Sensitive
37.24%
Communication Services
3.81%
Energy
3.99%
Industrials
21.56%
Information Technology
7.89%
Defensive
14.20%
Consumer Staples
9.08%
Health Care
5.12%
Utilities
0.00%
Not Classified
0.48%
Non Classified Equity
0.48%
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