Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.55%
Stock 94.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.58%
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Market Capitalization

As of September 30, 2025
Large 63.09%
Mid 30.50%
Small 6.41%
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Region Exposure

% Developed Markets: 94.03%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.97%

Americas 0.00%
0.00%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 94.03%
United Kingdom 35.27%
58.77%
Denmark 5.08%
Finland 3.64%
France 9.64%
Germany 12.51%
Ireland 2.54%
Italy 3.17%
Netherlands 7.78%
Sweden 3.85%
Switzerland 10.57%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 5.97%

Stock Sector Exposure

Cyclical
29.89%
Materials
3.63%
Consumer Discretionary
13.16%
Financials
13.10%
Real Estate
0.00%
Sensitive
41.52%
Communication Services
8.35%
Energy
0.00%
Industrials
23.91%
Information Technology
9.25%
Defensive
28.59%
Consumer Staples
14.91%
Health Care
13.69%
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