Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.13%
Stock 97.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.45%
Other 0.40%
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Market Capitalization

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

% Developed Markets: 81.90%    % Emerging Markets: 15.48%    % Unidentified Markets: 2.62%

Americas 16.39%
10.41%
Canada 9.61%
United States 0.79%
5.98%
Brazil 3.97%
Mexico 1.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.26%
United Kingdom 12.11%
29.15%
Denmark 1.83%
Finland 0.09%
France 5.16%
Germany 6.10%
Ireland 0.35%
Italy 2.21%
Netherlands 8.13%
Spain 2.64%
Sweden 0.81%
Switzerland 1.08%
0.00%
0.00%
Greater Asia 39.72%
Japan 16.45%
0.13%
Australia 0.13%
13.65%
Hong Kong 2.12%
Singapore 2.34%
South Korea 3.54%
Taiwan 5.66%
9.50%
China 3.68%
India 4.73%
Indonesia 0.37%
Thailand 0.71%
Unidentified Region 2.62%

Stock Sector Exposure

Cyclical
37.54%
Materials
10.56%
Consumer Discretionary
9.80%
Financials
17.18%
Real Estate
0.00%
Sensitive
47.11%
Communication Services
11.28%
Energy
4.86%
Industrials
17.17%
Information Technology
13.79%
Defensive
13.12%
Consumer Staples
5.24%
Health Care
6.23%
Utilities
1.65%
Not Classified
2.23%
Non Classified Equity
0.09%
Not Classified - Non Equity
2.14%
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