Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.50%
Stock 96.92%
Bond 1.08%
Convertible 0.00%
Preferred 0.27%
Other 0.22%
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Market Capitalization

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

% Developed Markets: 89.92%    % Emerging Markets: 8.39%    % Unidentified Markets: 1.69%

Americas 66.54%
64.92%
Canada 2.74%
United States 62.17%
1.63%
Argentina 0.00%
Brazil 0.72%
Chile 0.08%
Colombia 0.02%
Mexico 0.38%
Peru 0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.29%
United Kingdom 3.23%
8.78%
Austria 0.06%
Belgium 0.18%
Denmark 0.28%
Finland 0.21%
France 1.51%
Germany 1.35%
Greece 0.08%
Ireland 0.74%
Italy 0.52%
Netherlands 0.86%
Norway 0.24%
Portugal 0.03%
Spain 0.53%
Sweden 0.59%
Switzerland 1.53%
0.34%
Czech Republic 0.02%
Poland 0.16%
Turkey 0.10%
1.93%
Egypt 0.01%
Israel 0.26%
Qatar 0.16%
Saudi Arabia 0.65%
South Africa 0.54%
United Arab Emirates 0.21%
Greater Asia 17.48%
Japan 4.03%
1.75%
Australia 1.69%
6.12%
Hong Kong 0.73%
Singapore 0.42%
South Korea 1.88%
Taiwan 3.09%
5.58%
China 2.08%
India 2.70%
Indonesia 0.20%
Malaysia 0.26%
Philippines 0.07%
Thailand 0.27%
Unidentified Region 1.69%

Stock Sector Exposure

Cyclical
38.99%
Materials
6.14%
Consumer Discretionary
9.90%
Financials
15.98%
Real Estate
6.97%
Sensitive
42.76%
Communication Services
5.51%
Energy
4.52%
Industrials
12.28%
Information Technology
20.46%
Defensive
14.79%
Consumer Staples
4.67%
Health Care
7.52%
Utilities
2.60%
Not Classified
3.46%
Non Classified Equity
0.23%
Not Classified - Non Equity
3.23%
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