Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.50%
Stock 91.09%
Bond 3.15%
Convertible 0.00%
Preferred 1.98%
Other 0.28%
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Market Capitalization

As of September 30, 2025
Large 85.72%
Mid 11.21%
Small 3.07%
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Region Exposure

% Developed Markets: 96.33%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.67%

Americas 12.45%
12.45%
Canada 9.20%
United States 3.26%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 78.36%
United Kingdom 22.40%
55.96%
Finland 2.40%
France 12.71%
Germany 12.48%
Ireland 2.80%
Italy 0.77%
Netherlands 9.78%
Norway 2.40%
Spain 1.96%
Sweden 1.74%
Switzerland 8.91%
0.00%
0.00%
Greater Asia 5.51%
Japan 3.69%
1.82%
Australia 1.82%
0.00%
0.00%
Unidentified Region 3.67%

Stock Sector Exposure

Cyclical
37.29%
Materials
6.80%
Consumer Discretionary
8.29%
Financials
22.20%
Real Estate
0.00%
Sensitive
40.76%
Communication Services
4.54%
Energy
6.75%
Industrials
16.09%
Information Technology
13.38%
Defensive
15.27%
Consumer Staples
4.79%
Health Care
10.48%
Utilities
0.00%
Not Classified
6.67%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.67%
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