Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.48%
Stock 96.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.21%
Other 0.72%
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Market Capitalization

As of September 30, 2025
Large 47.59%
Mid 22.14%
Small 30.27%
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Region Exposure

% Developed Markets: 84.05%    % Emerging Markets: 12.75%    % Unidentified Markets: 3.20%

Americas 37.69%
28.37%
Canada 14.66%
United States 13.71%
9.32%
Brazil 9.32%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.57%
United Kingdom 6.04%
41.53%
Austria 1.43%
Denmark 0.74%
France 13.27%
Germany 9.39%
Italy 3.18%
Netherlands 5.80%
Portugal 3.96%
Sweden 3.75%
0.00%
0.00%
Greater Asia 11.54%
Japan 7.07%
1.04%
Australia 1.04%
0.00%
3.43%
China 2.84%
Kazakhstan 0.59%
Unidentified Region 3.20%

Stock Sector Exposure

Cyclical
12.81%
Materials
12.59%
Consumer Discretionary
0.22%
Financials
0.00%
Real Estate
0.00%
Sensitive
52.19%
Communication Services
0.00%
Energy
0.61%
Industrials
35.70%
Information Technology
15.87%
Defensive
35.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
35.00%
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