Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.34%
Stock 98.78%
Bond 0.46%
Convertible 0.00%
Preferred 0.00%
Other 0.43%
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Market Capitalization

As of September 30, 2025
Large 94.88%
Mid 5.12%
Small 0.00%
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Region Exposure

% Developed Markets: 84.76%    % Emerging Markets: 14.51%    % Unidentified Markets: 0.73%

Americas 12.34%
7.87%
Canada 5.50%
United States 2.37%
4.47%
Brazil 1.63%
Peru 1.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.38%
United Kingdom 9.93%
35.45%
Austria 0.94%
Belgium 1.45%
France 5.41%
Germany 5.17%
Ireland 1.43%
Italy 7.18%
Netherlands 2.38%
Spain 4.02%
Switzerland 6.19%
0.00%
0.00%
Greater Asia 41.56%
Japan 7.84%
1.38%
Australia 1.38%
22.31%
Hong Kong 3.68%
Singapore 4.00%
South Korea 5.07%
Taiwan 9.55%
10.04%
China 6.53%
India 3.51%
Unidentified Region 0.73%

Stock Sector Exposure

Cyclical
42.11%
Materials
4.00%
Consumer Discretionary
14.65%
Financials
23.46%
Real Estate
0.00%
Sensitive
45.25%
Communication Services
6.84%
Energy
0.00%
Industrials
17.12%
Information Technology
21.29%
Defensive
11.85%
Consumer Staples
2.27%
Health Care
5.70%
Utilities
3.88%
Not Classified
0.78%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.78%
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