Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.97%
Stock 94.64%
Bond 3.73%
Convertible 0.00%
Preferred 0.70%
Other -1.04%
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Market Capitalization

As of September 30, 2025
Large 88.57%
Mid 10.76%
Small 0.67%
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Region Exposure

% Developed Markets: 84.68%    % Emerging Markets: 16.53%    % Unidentified Markets: -1.21%

Americas 16.07%
13.92%
Canada 7.84%
United States 6.07%
2.16%
Brazil 1.26%
Chile 0.13%
Colombia 0.04%
Mexico 0.60%
Peru 0.08%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.24%
United Kingdom 8.34%
31.07%
Austria 0.12%
Belgium 0.48%
Denmark 1.10%
Finland 0.63%
France 5.76%
Germany 5.50%
Greece 0.16%
Ireland 0.79%
Italy 1.82%
Netherlands 3.73%
Norway 0.35%
Portugal 0.11%
Spain 2.55%
Sweden 1.81%
Switzerland 5.70%
0.51%
Czech Republic 0.04%
Poland 0.25%
Turkey 0.13%
3.32%
Egypt 0.01%
Israel 0.63%
Qatar 0.20%
Saudi Arabia 0.95%
South Africa 0.91%
United Arab Emirates 0.42%
Greater Asia 41.90%
Japan 13.18%
3.38%
Australia 3.28%
13.29%
Hong Kong 2.73%
Singapore 1.19%
South Korea 3.58%
Taiwan 5.77%
12.05%
China 7.32%
India 3.95%
Indonesia 0.03%
Malaysia 0.34%
Philippines 0.11%
Thailand 0.30%
Unidentified Region -1.21%

Stock Sector Exposure

Cyclical
43.16%
Materials
6.43%
Consumer Discretionary
10.66%
Financials
24.71%
Real Estate
1.35%
Sensitive
39.79%
Communication Services
6.34%
Energy
4.42%
Industrials
14.71%
Information Technology
14.32%
Defensive
16.74%
Consumer Staples
5.98%
Health Care
7.66%
Utilities
3.09%
Not Classified
0.32%
Non Classified Equity
0.32%
Not Classified - Non Equity
0.00%
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