Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 97.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.86%
Other 1.36%
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Market Capitalization

As of September 30, 2025
Large 76.38%
Mid 20.32%
Small 3.30%
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Region Exposure

% Developed Markets: 83.77%    % Emerging Markets: 14.86%    % Unidentified Markets: 1.36%

Americas 10.66%
7.77%
Canada 7.38%
United States 0.39%
2.88%
Brazil 1.52%
Chile 0.31%
Colombia 0.00%
Mexico 1.06%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.00%
United Kingdom 9.22%
32.57%
Austria 0.00%
Belgium 1.13%
Denmark 0.85%
Finland 0.00%
France 6.66%
Germany 5.65%
Greece 0.44%
Ireland 1.02%
Italy 1.53%
Netherlands 3.46%
Norway 0.90%
Portugal 0.41%
Spain 2.87%
Sweden 1.35%
Switzerland 5.95%
0.00%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
1.21%
Egypt 0.00%
Israel 0.01%
Qatar 0.00%
Saudi Arabia 0.56%
South Africa 0.24%
United Arab Emirates 0.40%
Greater Asia 44.99%
Japan 15.25%
4.10%
Australia 4.09%
14.47%
Hong Kong 3.30%
Singapore 1.63%
South Korea 3.68%
Taiwan 5.85%
11.18%
China 6.99%
India 3.92%
Indonesia 0.00%
Malaysia 0.00%
Philippines 0.00%
Thailand 0.26%
Unidentified Region 1.36%

Stock Sector Exposure

Cyclical
44.13%
Materials
6.87%
Consumer Discretionary
11.14%
Financials
24.20%
Real Estate
1.92%
Sensitive
38.55%
Communication Services
5.23%
Energy
4.49%
Industrials
15.04%
Information Technology
13.79%
Defensive
16.98%
Consumer Staples
5.84%
Health Care
7.70%
Utilities
3.44%
Not Classified
0.35%
Non Classified Equity
0.35%
Not Classified - Non Equity
0.00%
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