Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.77%
Stock 94.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.99%
Other 0.98%
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Market Capitalization

As of September 30, 2025
Large 59.31%
Mid 29.82%
Small 10.87%
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Region Exposure

% Developed Markets: 99.16%    % Emerging Markets: 1.47%    % Unidentified Markets: -0.63%

Americas 10.94%
9.47%
Canada 5.16%
United States 4.31%
1.47%
Mexico 1.47%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 76.37%
United Kingdom 22.04%
54.33%
Finland 0.43%
France 11.79%
Germany 10.33%
Italy 3.59%
Netherlands 18.80%
Spain 1.22%
Sweden 4.02%
Switzerland 3.57%
0.00%
0.00%
Greater Asia 13.31%
Japan 9.01%
2.64%
Australia 2.64%
1.67%
Taiwan 1.67%
0.00%
Unidentified Region -0.63%

Stock Sector Exposure

Cyclical
40.90%
Materials
10.08%
Consumer Discretionary
10.59%
Financials
20.23%
Real Estate
0.00%
Sensitive
37.84%
Communication Services
6.72%
Energy
10.16%
Industrials
12.35%
Information Technology
8.61%
Defensive
21.26%
Consumer Staples
12.83%
Health Care
6.85%
Utilities
1.58%
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