Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of September 30, 2025
Large 29.11%
Mid 35.99%
Small 34.91%
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Region Exposure

% Developed Markets: 99.65%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.35%

Americas 62.66%
61.02%
United States 61.02%
1.63%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.17%
United Kingdom 4.72%
8.45%
Belgium 1.55%
France 1.47%
Germany 1.86%
Netherlands 0.68%
Spain 1.70%
Sweden 1.18%
0.00%
0.00%
Greater Asia 23.82%
Japan 8.78%
5.97%
Australia 5.97%
9.08%
Hong Kong 5.69%
Singapore 3.39%
0.00%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
94.19%
Materials
0.00%
Consumer Discretionary
1.49%
Financials
0.21%
Real Estate
92.49%
Sensitive
0.49%
Communication Services
0.49%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
5.32%
Non Classified Equity
4.02%
Not Classified - Non Equity
1.30%
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