Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.33%
Stock 93.39%
Bond 4.33%
Convertible 0.00%
Preferred 0.22%
Other 0.73%
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Market Capitalization

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

% Developed Markets: 90.23%    % Emerging Markets: 7.87%    % Unidentified Markets: 1.90%

Americas 66.74%
63.42%
Canada 1.82%
United States 61.60%
3.33%
Argentina 0.02%
Brazil 1.43%
Chile 0.03%
Colombia 0.03%
Mexico 0.33%
Peru 0.07%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.33%
United Kingdom 6.00%
11.88%
Austria 0.07%
Belgium 0.24%
Denmark 0.43%
Finland 0.00%
France 2.02%
Germany 2.38%
Greece 0.13%
Ireland 1.51%
Italy 0.72%
Netherlands 1.86%
Norway 0.08%
Portugal 0.01%
Spain 0.10%
Sweden 0.24%
Switzerland 1.21%
0.35%
Czech Republic 0.00%
Poland 0.10%
Turkey 0.02%
1.11%
Israel 0.59%
Saudi Arabia 0.14%
South Africa 0.12%
United Arab Emirates 0.26%
Greater Asia 12.03%
Japan 2.53%
0.34%
Australia 0.34%
4.75%
Hong Kong 0.37%
Singapore 1.31%
South Korea 1.30%
Taiwan 1.76%
4.41%
China 1.63%
India 2.12%
Indonesia 0.32%
Kazakhstan 0.04%
Malaysia 0.09%
Philippines 0.01%
Thailand 0.18%
Unidentified Region 1.90%

Stock Sector Exposure

Cyclical
29.53%
Materials
2.99%
Consumer Discretionary
9.32%
Financials
15.71%
Real Estate
1.52%
Sensitive
45.14%
Communication Services
8.77%
Energy
2.98%
Industrials
15.07%
Information Technology
18.32%
Defensive
19.63%
Consumer Staples
5.70%
Health Care
10.27%
Utilities
3.66%
Not Classified
5.70%
Non Classified Equity
0.40%
Not Classified - Non Equity
5.30%
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