Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.45%
Stock 97.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.73%
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Market Capitalization

As of September 30, 2025
Large 91.45%
Mid 6.42%
Small 2.13%
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Region Exposure

% Developed Markets: 85.55%    % Emerging Markets: 12.31%    % Unidentified Markets: 2.14%

Americas 10.14%
7.02%
Canada 5.62%
United States 1.40%
3.12%
Brazil 1.62%
Mexico 0.93%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.92%
United Kingdom 18.16%
33.16%
Belgium 1.00%
Denmark 0.50%
France 5.65%
Germany 12.93%
Italy 3.35%
Netherlands 4.52%
Norway 0.00%
Spain 0.78%
Sweden 1.06%
Switzerland 3.36%
0.00%
1.60%
Israel 1.60%
Greater Asia 34.80%
Japan 12.77%
0.00%
12.83%
Hong Kong 2.92%
Singapore 1.84%
South Korea 3.57%
Taiwan 4.51%
9.20%
China 5.77%
India 2.43%
Indonesia 1.00%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
39.90%
Materials
4.41%
Consumer Discretionary
11.00%
Financials
21.32%
Real Estate
3.18%
Sensitive
43.26%
Communication Services
8.07%
Energy
5.10%
Industrials
13.40%
Information Technology
16.69%
Defensive
16.83%
Consumer Staples
6.29%
Health Care
6.92%
Utilities
3.62%
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