Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.24%
Stock 96.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.49%
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Market Capitalization

As of September 30, 2025
Large 0.23%
Mid 17.95%
Small 81.82%
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Region Exposure

% Developed Markets: 99.45%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.55%

Americas 4.15%
4.15%
Canada 1.20%
United States 2.95%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.14%
United Kingdom 18.58%
37.56%
Austria 1.54%
Belgium 5.44%
Denmark 1.73%
Finland 3.51%
France 2.99%
Germany 1.40%
Ireland 3.11%
Netherlands 5.58%
Spain 1.77%
Sweden 1.59%
Switzerland 5.86%
0.00%
0.00%
Greater Asia 39.17%
Japan 30.21%
3.27%
Australia 3.27%
5.69%
Hong Kong 0.01%
Singapore 5.68%
0.00%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
33.27%
Materials
16.68%
Consumer Discretionary
6.97%
Financials
9.61%
Real Estate
0.00%
Sensitive
44.54%
Communication Services
1.53%
Energy
0.00%
Industrials
25.46%
Information Technology
17.55%
Defensive
22.19%
Consumer Staples
10.60%
Health Care
10.04%
Utilities
1.55%
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