Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.35%
Stock 96.72%
Bond 0.12%
Convertible 0.00%
Preferred 1.36%
Other -0.55%
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Market Capitalization

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

% Developed Markets: 82.22%    % Emerging Markets: 15.48%    % Unidentified Markets: 2.31%

Americas 53.48%
47.51%
Canada 2.63%
United States 44.88%
5.97%
Brazil 2.96%
Mexico 1.32%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.05%
United Kingdom 4.31%
12.24%
Austria 0.05%
Belgium 0.19%
Denmark 0.69%
Finland 0.31%
France 1.53%
Germany 1.78%
Greece 0.78%
Ireland 0.13%
Italy 1.41%
Netherlands 0.25%
Spain 0.20%
Sweden 2.54%
Switzerland 2.18%
0.10%
Turkey 0.10%
0.39%
Israel 0.17%
South Africa 0.22%
Greater Asia 27.17%
Japan 9.86%
3.40%
Australia 3.40%
3.17%
Singapore 0.72%
South Korea 0.75%
Taiwan 1.69%
10.74%
China 0.13%
India 8.09%
Indonesia 0.31%
Philippines 1.52%
Thailand 0.20%
Unidentified Region 2.31%

Stock Sector Exposure

Cyclical
38.69%
Materials
7.90%
Consumer Discretionary
11.65%
Financials
16.77%
Real Estate
2.37%
Sensitive
41.15%
Communication Services
3.55%
Energy
3.05%
Industrials
20.49%
Information Technology
14.06%
Defensive
17.03%
Consumer Staples
3.33%
Health Care
11.65%
Utilities
2.05%
Not Classified
3.13%
Non Classified Equity
0.80%
Not Classified - Non Equity
2.34%
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