Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.86%
Stock 92.33%
Bond 3.24%
Convertible 0.00%
Preferred 0.51%
Other 0.06%
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Market Capitalization

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

% Developed Markets: 56.47%    % Emerging Markets: 39.54%    % Unidentified Markets: 3.99%

Americas 28.02%
16.52%
Canada 2.01%
United States 14.51%
11.50%
Argentina 0.06%
Brazil 5.70%
Chile 0.03%
Colombia 0.16%
Mexico 2.24%
Peru 0.23%
Venezuela 0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.12%
United Kingdom 3.39%
13.82%
Belgium 0.20%
Denmark 1.17%
France 2.50%
Germany 0.79%
Greece 0.91%
Ireland 0.31%
Italy 1.18%
Netherlands 2.87%
Portugal 0.12%
Spain 1.42%
Sweden 0.04%
Switzerland 1.95%
0.93%
Czech Republic 0.02%
Poland 0.30%
Turkey 0.46%
4.98%
Egypt 0.24%
Israel 0.07%
Nigeria 0.03%
Saudi Arabia 0.88%
South Africa 2.04%
United Arab Emirates 1.54%
Greater Asia 44.87%
Japan 2.55%
0.00%
18.08%
Hong Kong 3.24%
Singapore 1.99%
South Korea 4.37%
Taiwan 8.32%
24.24%
China 11.28%
India 9.86%
Indonesia 0.59%
Kazakhstan 0.08%
Malaysia 0.18%
Philippines 1.32%
Thailand 0.73%
Unidentified Region 3.99%

Stock Sector Exposure

Cyclical
38.38%
Materials
5.84%
Consumer Discretionary
13.64%
Financials
17.38%
Real Estate
1.52%
Sensitive
45.79%
Communication Services
10.10%
Energy
2.14%
Industrials
13.07%
Information Technology
20.48%
Defensive
11.54%
Consumer Staples
4.94%
Health Care
5.31%
Utilities
1.29%
Not Classified
4.29%
Non Classified Equity
0.30%
Not Classified - Non Equity
4.00%
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