Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.82%
Stock 99.00%
Bond 0.22%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of September 30, 2025
Large 39.46%
Mid 49.13%
Small 11.41%
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Region Exposure

% Developed Markets: 87.82%    % Emerging Markets: 12.06%    % Unidentified Markets: 0.12%

Americas 66.65%
58.23%
Canada 0.01%
United States 58.23%
8.42%
Brazil 3.70%
Mexico 4.72%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.48%
United Kingdom 5.94%
14.54%
Denmark 0.85%
France 6.18%
Germany 1.68%
Italy 2.85%
Switzerland 2.99%
0.00%
0.00%
Greater Asia 12.76%
Japan 2.59%
6.47%
Australia 6.47%
0.05%
Hong Kong 0.05%
3.65%
China 3.65%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
4.33%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
4.33%
Sensitive
49.52%
Communication Services
2.53%
Energy
9.28%
Industrials
37.72%
Information Technology
0.00%
Defensive
45.78%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
45.78%
Not Classified
0.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.37%
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