Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.78%
Stock 95.70%
Bond 2.55%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 93.75%
Mid 6.06%
Small 0.19%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.58%    % Emerging Markets: 8.78%    % Unidentified Markets: 1.64%

Americas 19.81%
13.60%
Canada 3.53%
United States 10.06%
6.21%
Brazil 2.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.56%
United Kingdom 18.11%
35.15%
Denmark 1.34%
France 3.41%
Germany 12.28%
Ireland 3.28%
Italy 1.79%
Netherlands 7.00%
Switzerland 2.08%
0.00%
1.30%
Israel 1.30%
Greater Asia 23.99%
Japan 6.28%
0.00%
13.04%
Singapore 7.34%
Taiwan 5.70%
4.68%
China 2.85%
India 1.83%
Unidentified Region 1.64%

Stock Sector Exposure

Cyclical
30.84%
Materials
1.69%
Consumer Discretionary
13.40%
Financials
15.76%
Real Estate
0.00%
Sensitive
57.75%
Communication Services
9.42%
Energy
1.33%
Industrials
29.70%
Information Technology
17.30%
Defensive
7.09%
Consumer Staples
3.41%
Health Care
3.68%
Utilities
0.00%
Not Classified
4.32%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.32%
As of September 30, 2025
View Region Exposure
Start Trial

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