Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Market Capitalization

As of September 30, 2025
Large 89.52%
Mid 7.24%
Small 3.24%
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Region Exposure

% Developed Markets: 19.62%    % Emerging Markets: 80.00%    % Unidentified Markets: 0.38%

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 2.94%
United Kingdom 0.00%
2.94%
Ireland 2.94%
0.00%
0.00%
Greater Asia 96.68%
Japan 0.00%
0.78%
Australia 0.78%
15.90%
Hong Kong 15.00%
Singapore 0.90%
80.00%
China 80.00%
Unidentified Region 0.38%

Stock Sector Exposure

Cyclical
53.08%
Materials
3.99%
Consumer Discretionary
25.67%
Financials
20.05%
Real Estate
3.37%
Sensitive
40.49%
Communication Services
17.36%
Energy
1.82%
Industrials
11.61%
Information Technology
9.71%
Defensive
5.78%
Consumer Staples
2.46%
Health Care
3.32%
Utilities
0.00%
Not Classified
0.65%
Non Classified Equity
0.65%
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