Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.18%
Stock 99.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of September 30, 2025
Large 30.32%
Mid 33.52%
Small 36.16%
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Region Exposure

% Developed Markets: 99.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.02%

Americas 62.72%
59.94%
Canada 2.19%
United States 57.76%
2.78%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.51%
United Kingdom 1.33%
10.33%
Belgium 0.76%
France 3.86%
Germany 1.04%
Netherlands 2.00%
Sweden 0.96%
Switzerland 1.72%
0.00%
1.84%
United Arab Emirates 1.84%
Greater Asia 23.75%
Japan 11.49%
8.92%
Australia 8.92%
3.34%
Hong Kong 1.33%
Singapore 2.02%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
92.50%
Materials
0.00%
Consumer Discretionary
3.70%
Financials
2.19%
Real Estate
86.61%
Sensitive
2.58%
Communication Services
0.00%
Energy
0.00%
Industrials
1.58%
Information Technology
1.01%
Defensive
2.30%
Consumer Staples
0.00%
Health Care
2.30%
Utilities
0.00%
Not Classified
2.62%
Non Classified Equity
2.62%
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