Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.65%
Stock 98.08%
Bond 1.27%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 76.15%
Mid 20.63%
Small 3.22%
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Region Exposure

% Developed Markets: 88.01%    % Emerging Markets: 11.87%    % Unidentified Markets: 0.13%

Americas 53.91%
51.51%
Canada 4.31%
United States 47.20%
2.40%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.74%
United Kingdom 8.20%
18.54%
Denmark 2.28%
Germany 5.26%
Ireland 3.65%
Netherlands 2.37%
Sweden 0.02%
Switzerland 4.97%
0.00%
0.00%
Greater Asia 19.22%
Japan 2.66%
0.04%
Australia 0.04%
7.06%
Hong Kong 0.16%
Singapore 1.97%
Taiwan 4.93%
9.46%
China 9.46%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
30.42%
Materials
0.00%
Consumer Discretionary
9.79%
Financials
20.63%
Real Estate
0.00%
Sensitive
60.26%
Communication Services
10.19%
Energy
0.00%
Industrials
20.06%
Information Technology
30.01%
Defensive
8.03%
Consumer Staples
2.10%
Health Care
5.94%
Utilities
0.00%
Not Classified
1.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.29%
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