Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.06%
Stock 97.85%
Bond 1.03%
Convertible 0.00%
Preferred 0.00%
Other -0.94%
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Market Capitalization

As of September 30, 2025
Large 70.11%
Mid 20.55%
Small 9.34%
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Region Exposure

% Developed Markets: 90.67%    % Emerging Markets: 6.02%    % Unidentified Markets: 3.31%

Americas 9.38%
5.33%
Canada 3.83%
United States 1.49%
4.06%
Brazil 1.80%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 74.77%
United Kingdom 14.05%
54.35%
Austria 1.39%
Belgium 0.94%
Denmark 1.82%
France 11.40%
Germany 13.92%
Ireland 5.21%
Italy 1.85%
Netherlands 9.45%
Spain 0.71%
Switzerland 4.69%
0.00%
6.37%
Israel 6.37%
Greater Asia 12.53%
Japan 5.15%
1.33%
Australia 1.33%
4.09%
Taiwan 4.09%
1.96%
India 1.04%
Indonesia 0.92%
Unidentified Region 3.31%

Stock Sector Exposure

Cyclical
31.33%
Materials
3.71%
Consumer Discretionary
8.92%
Financials
18.70%
Real Estate
0.00%
Sensitive
43.36%
Communication Services
4.13%
Energy
1.07%
Industrials
13.90%
Information Technology
24.26%
Defensive
21.00%
Consumer Staples
6.77%
Health Care
12.17%
Utilities
2.06%
Not Classified
4.30%
Non Classified Equity
2.67%
Not Classified - Non Equity
1.63%
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