Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.34%
Stock 96.08%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.58%
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Market Capitalization

As of September 30, 2025
Large 68.28%
Mid 20.96%
Small 10.76%
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Region Exposure

% Developed Markets: 87.34%    % Emerging Markets: 8.75%    % Unidentified Markets: 3.92%

Americas 1.46%
0.00%
1.46%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.03%
United Kingdom 4.64%
60.75%
Denmark 5.32%
France 12.62%
Germany 4.94%
Ireland 23.09%
Italy 2.50%
Sweden 3.06%
Switzerland 9.22%
0.00%
2.65%
Israel 2.65%
Greater Asia 26.59%
Japan 7.75%
0.00%
10.09%
Singapore 2.41%
South Korea 5.56%
Taiwan 2.13%
8.75%
China 3.48%
Thailand 5.26%
Unidentified Region 3.92%

Stock Sector Exposure

Cyclical
22.27%
Materials
4.55%
Consumer Discretionary
1.29%
Financials
16.39%
Real Estate
0.04%
Sensitive
41.00%
Communication Services
5.89%
Energy
2.60%
Industrials
22.39%
Information Technology
10.12%
Defensive
36.72%
Consumer Staples
11.10%
Health Care
25.62%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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