Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 97.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.43%
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Market Capitalization

As of September 30, 2025
Large 86.79%
Mid 6.55%
Small 6.66%
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Region Exposure

% Developed Markets: 88.15%    % Emerging Markets: 9.43%    % Unidentified Markets: 2.43%

Americas 9.44%
7.92%
Canada 5.22%
United States 2.70%
1.52%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.73%
United Kingdom 14.04%
43.70%
Austria 3.31%
Denmark 1.14%
France 7.16%
Germany 6.36%
Ireland 3.09%
Italy 2.87%
Netherlands 7.94%
Spain 4.70%
Sweden 2.85%
0.00%
0.00%
Greater Asia 30.41%
Japan 11.27%
0.00%
11.22%
Hong Kong 3.07%
Singapore 0.92%
Taiwan 7.24%
7.91%
China 4.83%
India 3.08%
Unidentified Region 2.43%

Stock Sector Exposure

Cyclical
36.95%
Materials
5.55%
Consumer Discretionary
7.17%
Financials
24.23%
Real Estate
0.00%
Sensitive
45.05%
Communication Services
11.10%
Energy
3.54%
Industrials
13.65%
Information Technology
16.76%
Defensive
15.14%
Consumer Staples
7.01%
Health Care
8.14%
Utilities
0.00%
Not Classified
2.86%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.86%
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