Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.98%
Stock 98.38%
Bond 1.01%
Convertible 0.00%
Preferred 0.48%
Other -0.85%
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Market Capitalization

As of September 30, 2025
Large 55.23%
Mid 30.81%
Small 13.95%
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Region Exposure

% Developed Markets: 100.5%    % Emerging Markets: 0.01%    % Unidentified Markets: -0.51%

Americas 12.90%
12.84%
Canada 11.29%
United States 1.55%
0.07%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.65%
United Kingdom 11.89%
43.49%
Austria 0.55%
Belgium 1.04%
Denmark 1.96%
Finland 1.38%
France 7.28%
Germany 8.19%
Ireland 0.75%
Italy 3.56%
Netherlands 4.13%
Norway 0.68%
Portugal 0.24%
Spain 2.86%
Sweden 2.83%
Switzerland 7.70%
0.00%
1.27%
Israel 1.27%
Greater Asia 30.96%
Japan 21.95%
6.22%
Australia 5.94%
2.78%
Hong Kong 1.50%
Singapore 1.25%
0.01%
China 0.01%
Unidentified Region -0.51%

Stock Sector Exposure

Cyclical
42.94%
Materials
10.58%
Consumer Discretionary
10.18%
Financials
19.74%
Real Estate
2.43%
Sensitive
37.67%
Communication Services
4.88%
Energy
6.78%
Industrials
20.05%
Information Technology
5.97%
Defensive
17.47%
Consumer Staples
5.96%
Health Care
7.61%
Utilities
3.89%
Not Classified
1.92%
Non Classified Equity
0.22%
Not Classified - Non Equity
1.70%
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