Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.71%
Stock 97.90%
Bond 1.50%
Convertible 0.00%
Preferred 0.00%
Other -1.12%
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Market Capitalization

As of September 30, 2025
Large 27.12%
Mid 24.83%
Small 48.04%
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Region Exposure

% Developed Markets: 84.60%    % Emerging Markets: 14.68%    % Unidentified Markets: 0.72%

Americas 25.23%
18.84%
Canada 9.32%
United States 9.52%
6.39%
Brazil 1.95%
Chile 1.18%
Colombia 1.13%
Peru 0.90%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.46%
United Kingdom 4.58%
20.84%
Finland 1.79%
France 0.37%
Germany 6.43%
Italy 5.58%
Netherlands 1.56%
Norway 0.97%
Spain 1.19%
Sweden 1.60%
1.50%
Poland 1.50%
8.54%
Israel 8.54%
Greater Asia 38.59%
Japan 21.43%
4.62%
Australia 4.62%
5.75%
South Korea 3.83%
Taiwan 1.93%
6.79%
China 2.51%
India 0.87%
Kazakhstan 0.59%
Thailand 2.82%
Unidentified Region 0.72%

Stock Sector Exposure

Cyclical
27.97%
Materials
6.75%
Consumer Discretionary
12.42%
Financials
8.80%
Real Estate
0.00%
Sensitive
62.94%
Communication Services
3.07%
Energy
2.09%
Industrials
30.83%
Information Technology
26.94%
Defensive
5.21%
Consumer Staples
1.16%
Health Care
3.47%
Utilities
0.58%
Not Classified
3.88%
Non Classified Equity
0.71%
Not Classified - Non Equity
3.17%
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