Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.41%
Stock 98.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.63%
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Market Capitalization

As of September 30, 2025
Large 81.94%
Mid 17.10%
Small 0.96%
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Region Exposure

% Developed Markets: 99.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.64%

Americas 0.30%
0.30%
United States 0.30%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.61%
United Kingdom 19.94%
44.67%
Austria 1.36%
Finland 1.32%
France 15.35%
Germany 9.60%
Italy 6.99%
Netherlands 1.86%
Spain 3.44%
Switzerland 4.76%
0.00%
0.00%
Greater Asia 34.46%
Japan 24.50%
1.35%
Australia 1.35%
8.60%
Hong Kong 5.74%
Singapore 2.87%
0.00%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
27.44%
Materials
2.77%
Consumer Discretionary
8.06%
Financials
16.61%
Real Estate
0.00%
Sensitive
38.55%
Communication Services
4.61%
Energy
4.10%
Industrials
22.40%
Information Technology
7.44%
Defensive
34.01%
Consumer Staples
12.89%
Health Care
11.77%
Utilities
9.35%
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