Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.39%
Stock 91.39%
Bond 0.00%
Convertible 0.00%
Preferred 0.21%
Other 2.00%
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Market Capitalization

As of September 30, 2025
Large 48.08%
Mid 23.41%
Small 28.51%
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Region Exposure

% Developed Markets: 79.84%    % Emerging Markets: 11.76%    % Unidentified Markets: 8.40%

Americas 34.94%
26.63%
Canada 13.97%
United States 12.67%
8.31%
Brazil 8.31%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.23%
United Kingdom 6.00%
39.22%
Austria 1.33%
Denmark 0.72%
France 12.67%
Germany 8.68%
Italy 3.21%
Netherlands 5.41%
Portugal 3.73%
Sweden 3.49%
0.00%
0.00%
Greater Asia 11.44%
Japan 6.82%
1.16%
Australia 1.16%
0.00%
3.45%
China 2.81%
Kazakhstan 0.64%
Unidentified Region 8.40%

Stock Sector Exposure

Cyclical
13.16%
Materials
12.93%
Consumer Discretionary
0.23%
Financials
0.00%
Real Estate
0.00%
Sensitive
52.26%
Communication Services
0.00%
Energy
0.70%
Industrials
35.43%
Information Technology
16.13%
Defensive
34.58%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
34.58%
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