Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.68%
Stock 95.02%
Bond 0.00%
Convertible 0.00%
Preferred 1.38%
Other 0.92%
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Market Capitalization

As of September 30, 2025
Large 91.65%
Mid 6.93%
Small 1.42%
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Region Exposure

% Developed Markets: 77.89%    % Emerging Markets: 19.10%    % Unidentified Markets: 3.01%

Americas 13.52%
8.76%
Canada 8.76%
4.76%
Brazil 1.38%
Mexico 1.62%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.03%
United Kingdom 7.13%
33.90%
Austria 0.74%
Denmark 0.29%
Finland 0.98%
France 8.42%
Germany 6.08%
Ireland 1.22%
Netherlands 3.90%
Norway 1.05%
Spain 5.05%
Switzerland 4.30%
0.00%
0.00%
Israel 0.00%
South Africa 0.00%
Greater Asia 42.44%
Japan 10.94%
2.96%
Australia 2.96%
14.20%
Hong Kong 3.00%
Singapore 0.88%
South Korea 5.10%
Taiwan 5.22%
14.34%
China 11.40%
India 2.94%
Unidentified Region 3.01%

Stock Sector Exposure

Cyclical
50.03%
Materials
8.78%
Consumer Discretionary
9.76%
Financials
28.82%
Real Estate
2.67%
Sensitive
39.68%
Communication Services
8.53%
Energy
4.28%
Industrials
12.61%
Information Technology
14.27%
Defensive
10.28%
Consumer Staples
5.94%
Health Care
2.23%
Utilities
2.11%
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