Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.62%
Stock 97.41%
Bond 0.88%
Convertible 0.00%
Preferred 1.14%
Other -0.05%
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Market Capitalization

As of September 30, 2025
Large 77.04%
Mid 20.65%
Small 2.30%
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Region Exposure

% Developed Markets: 88.50%    % Emerging Markets: 10.97%    % Unidentified Markets: 0.53%

Americas 6.72%
4.58%
Canada 3.66%
United States 0.92%
2.15%
Brazil 2.15%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.14%
United Kingdom 16.22%
43.49%
Denmark 1.17%
France 6.36%
Germany 7.91%
Ireland 6.93%
Netherlands 8.13%
Norway 1.83%
Spain 2.28%
Sweden 4.69%
Switzerland 4.19%
0.00%
4.43%
Israel 2.30%
South Africa 2.13%
Greater Asia 28.60%
Japan 9.61%
1.91%
Australia 1.91%
10.39%
Hong Kong 3.88%
Taiwan 6.52%
6.69%
China 4.03%
India 2.66%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
24.03%
Materials
0.00%
Consumer Discretionary
7.61%
Financials
16.42%
Real Estate
0.00%
Sensitive
57.93%
Communication Services
9.29%
Energy
0.00%
Industrials
22.47%
Information Technology
26.17%
Defensive
16.56%
Consumer Staples
7.07%
Health Care
9.48%
Utilities
0.00%
Not Classified
1.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.48%
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