Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.72%
Stock 98.12%
Bond 0.78%
Convertible 0.00%
Preferred 0.26%
Other 0.12%
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Market Capitalization

As of September 30, 2025
Large 15.11%
Mid 42.68%
Small 42.21%
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Region Exposure

% Developed Markets: 82.74%    % Emerging Markets: 16.63%    % Unidentified Markets: 0.63%

Americas 13.57%
10.41%
Canada 8.26%
United States 2.15%
3.16%
Brazil 2.39%
Chile 0.00%
Mexico 0.78%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.98%
United Kingdom 10.67%
23.10%
Austria 0.68%
Belgium 0.29%
Denmark 1.08%
Finland 0.00%
France 1.58%
Germany 4.48%
Greece 0.92%
Ireland 0.66%
Italy 5.12%
Netherlands 0.73%
Norway 1.70%
Portugal 0.21%
Spain 0.67%
Sweden 2.95%
Switzerland 1.39%
1.05%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.16%
3.15%
Egypt 0.00%
Israel 1.97%
Qatar 0.00%
Saudi Arabia 0.00%
South Africa 1.04%
United Arab Emirates 0.14%
Greater Asia 47.82%
Japan 17.74%
3.73%
Australia 3.73%
14.97%
Hong Kong 1.79%
Singapore 1.27%
South Korea 5.95%
Taiwan 5.95%
11.37%
China 4.33%
India 4.37%
Indonesia 1.62%
Malaysia 0.43%
Philippines 0.00%
Thailand 0.64%
Unidentified Region 0.63%

Stock Sector Exposure

Cyclical
32.81%
Materials
5.81%
Consumer Discretionary
9.12%
Financials
14.68%
Real Estate
3.20%
Sensitive
51.91%
Communication Services
8.79%
Energy
1.71%
Industrials
25.02%
Information Technology
16.39%
Defensive
13.18%
Consumer Staples
4.48%
Health Care
5.92%
Utilities
2.78%
Not Classified
2.10%
Non Classified Equity
0.75%
Not Classified - Non Equity
1.35%
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