Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.91%
Stock 98.06%
Bond 1.13%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of September 30, 2025
Large 67.29%
Mid 19.40%
Small 13.30%
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Region Exposure

% Developed Markets: 90.30%    % Emerging Markets: 9.04%    % Unidentified Markets: 0.66%

Americas 64.79%
59.31%
Canada 4.50%
United States 54.81%
5.49%
Brazil 3.55%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.51%
United Kingdom 5.52%
16.00%
Denmark 0.01%
France 1.75%
Germany 1.62%
Ireland 3.06%
Italy 2.56%
Norway 0.02%
Switzerland 4.96%
0.00%
0.00%
Greater Asia 13.03%
Japan 2.88%
0.00%
6.60%
Hong Kong 2.39%
Singapore 1.16%
Taiwan 3.04%
3.56%
China 2.54%
India 1.02%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
19.79%
Materials
1.25%
Consumer Discretionary
5.62%
Financials
12.92%
Real Estate
0.00%
Sensitive
57.77%
Communication Services
2.02%
Energy
2.08%
Industrials
18.07%
Information Technology
35.60%
Defensive
20.53%
Consumer Staples
2.80%
Health Care
12.74%
Utilities
4.98%
Not Classified
1.91%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.91%
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