Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.59%
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Market Capitalization

As of September 30, 2025
Large 88.44%
Mid 8.00%
Small 3.56%
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Region Exposure

% Developed Markets: 62.66%    % Emerging Markets: 36.76%    % Unidentified Markets: 0.58%

Americas 1.26%
1.26%
United States 1.26%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.74%
United Kingdom 0.00%
2.74%
Ireland 2.74%
0.00%
0.00%
Greater Asia 95.41%
Japan 22.39%
1.87%
Australia 1.87%
34.39%
Hong Kong 6.68%
Singapore 4.94%
South Korea 9.52%
Taiwan 13.26%
36.76%
China 26.93%
India 9.83%
Unidentified Region 0.58%

Stock Sector Exposure

Cyclical
34.52%
Materials
1.29%
Consumer Discretionary
23.10%
Financials
9.79%
Real Estate
0.35%
Sensitive
57.60%
Communication Services
14.65%
Energy
0.68%
Industrials
16.23%
Information Technology
26.03%
Defensive
7.88%
Consumer Staples
0.00%
Health Care
7.88%
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