Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.26%
Stock 94.28%
Bond 0.00%
Convertible 0.00%
Preferred 1.27%
Other 0.19%
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Market Capitalization

As of September 30, 2025
Large 53.27%
Mid 27.48%
Small 19.24%
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Region Exposure

% Developed Markets: 82.49%    % Emerging Markets: 13.06%    % Unidentified Markets: 4.45%

Americas 45.78%
40.22%
Canada 2.66%
United States 37.56%
5.56%
Brazil 2.95%
Chile 0.51%
Mexico 0.61%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.58%
United Kingdom 7.80%
25.78%
Denmark 0.70%
France 6.03%
Germany 1.82%
Ireland 5.35%
Netherlands 1.96%
Norway 1.68%
Spain 3.53%
Sweden 1.03%
Switzerland 2.44%
0.00%
0.00%
Greater Asia 16.19%
Japan 4.84%
0.59%
Australia 0.59%
3.25%
Hong Kong 1.54%
Taiwan 1.71%
7.50%
China 4.86%
Indonesia 2.64%
Unidentified Region 4.45%

Stock Sector Exposure

Cyclical
40.13%
Materials
2.37%
Consumer Discretionary
16.73%
Financials
18.41%
Real Estate
2.62%
Sensitive
38.97%
Communication Services
12.47%
Energy
5.58%
Industrials
14.33%
Information Technology
6.58%
Defensive
20.27%
Consumer Staples
9.55%
Health Care
10.72%
Utilities
0.00%
Not Classified
0.64%
Non Classified Equity
0.64%
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