Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.29%
Stock 98.49%
Bond 0.36%
Convertible 0.00%
Preferred 0.00%
Other 0.86%
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Market Capitalization

As of September 30, 2025
Large 33.74%
Mid 36.17%
Small 30.09%
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Region Exposure

% Developed Markets: 97.60%    % Emerging Markets: 1.33%    % Unidentified Markets: 1.07%

Americas 6.12%
5.51%
Canada 5.10%
United States 0.41%
0.60%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.15%
United Kingdom 9.46%
23.35%
Belgium 3.69%
France 5.66%
Germany 5.10%
Netherlands 0.34%
Spain 1.99%
Sweden 3.61%
Switzerland 2.97%
0.00%
0.34%
United Arab Emirates 0.34%
Greater Asia 59.66%
Japan 24.94%
18.04%
Australia 17.23%
16.06%
Hong Kong 7.97%
Singapore 8.09%
0.61%
China 0.61%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
92.68%
Materials
0.00%
Consumer Discretionary
0.35%
Financials
0.00%
Real Estate
92.33%
Sensitive
1.05%
Communication Services
0.43%
Energy
0.00%
Industrials
0.00%
Information Technology
0.62%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
6.27%
Non Classified Equity
5.65%
Not Classified - Non Equity
0.62%
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