Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.57%
Stock 96.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.24%
Other -0.02%
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Market Capitalization

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

% Developed Markets: 92.48%    % Emerging Markets: 3.97%    % Unidentified Markets: 3.55%

Americas 48.00%
46.94%
Canada 3.13%
United States 43.81%
1.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.66%
United Kingdom 7.10%
24.38%
Belgium 0.15%
Denmark 0.48%
France 6.93%
Germany 2.04%
Greece 0.15%
Ireland 1.77%
Italy 0.72%
Netherlands 6.32%
Spain 1.69%
Sweden 1.23%
Switzerland 2.02%
0.00%
0.18%
Israel 0.18%
Greater Asia 16.80%
Japan 3.07%
1.56%
Australia 1.56%
9.35%
Hong Kong 0.85%
Singapore 0.72%
South Korea 1.75%
Taiwan 5.12%
2.81%
China 0.20%
India 0.77%
Kazakhstan 1.01%
Philippines 0.83%
Unidentified Region 3.55%

Stock Sector Exposure

Cyclical
33.31%
Materials
2.95%
Consumer Discretionary
15.95%
Financials
13.63%
Real Estate
0.78%
Sensitive
51.03%
Communication Services
5.74%
Energy
1.60%
Industrials
16.40%
Information Technology
27.29%
Defensive
11.21%
Consumer Staples
3.15%
Health Care
7.42%
Utilities
0.63%
Not Classified
4.46%
Non Classified Equity
0.89%
Not Classified - Non Equity
3.57%
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