Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.02%
Stock 97.88%
Bond 0.43%
Convertible 0.00%
Preferred 0.27%
Other 0.40%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.45%    % Emerging Markets: 0.58%    % Unidentified Markets: 0.97%

Americas 0.73%
0.65%
United States 0.65%
0.08%
Mexico 0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.70%
United Kingdom 14.61%
49.02%
Austria 0.31%
Belgium 0.91%
Denmark 2.21%
Finland 1.09%
France 9.53%
Germany 9.66%
Ireland 0.51%
Italy 3.08%
Netherlands 5.21%
Norway 0.69%
Portugal 0.14%
Spain 3.04%
Sweden 3.27%
Switzerland 9.23%
0.41%
Poland 0.41%
0.66%
Israel 0.66%
Greater Asia 33.60%
Japan 23.32%
7.04%
Australia 6.92%
3.17%
Hong Kong 1.84%
Singapore 1.31%
0.06%
China 0.06%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
40.80%
Materials
5.42%
Consumer Discretionary
9.80%
Financials
23.99%
Real Estate
1.59%
Sensitive
34.90%
Communication Services
4.55%
Energy
3.30%
Industrials
18.92%
Information Technology
8.13%
Defensive
22.90%
Consumer Staples
8.08%
Health Care
11.27%
Utilities
3.55%
Not Classified
1.40%
Non Classified Equity
0.33%
Not Classified - Non Equity
1.07%
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