Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.38%
Stock 97.06%
Bond 1.56%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 80.42%
Mid 16.13%
Small 3.46%
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Region Exposure

% Developed Markets: 98.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.38%

Americas 6.68%
6.68%
Canada 5.11%
United States 1.56%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.81%
United Kingdom 10.29%
57.52%
France 12.35%
Germany 20.49%
Ireland 2.79%
Italy 3.33%
Spain 5.51%
Sweden 3.84%
Switzerland 6.55%
0.00%
0.00%
Greater Asia 24.13%
Japan 19.31%
2.51%
Australia 2.51%
2.32%
Singapore 2.32%
0.00%
Unidentified Region 1.38%

Stock Sector Exposure

Cyclical
40.03%
Materials
12.49%
Consumer Discretionary
10.76%
Financials
16.79%
Real Estate
0.00%
Sensitive
39.79%
Communication Services
7.27%
Energy
4.13%
Industrials
24.07%
Information Technology
4.32%
Defensive
17.48%
Consumer Staples
3.58%
Health Care
6.54%
Utilities
7.36%
Not Classified
2.70%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.70%
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