Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.01%
Stock 98.67%
Bond 0.07%
Convertible 0.00%
Preferred 0.18%
Other 1.07%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.90%    % Emerging Markets: 4.01%    % Unidentified Markets: 1.09%

Americas 72.88%
72.01%
Canada 0.03%
United States 71.97%
0.88%
Brazil 0.33%
Chile 0.04%
Colombia 0.02%
Mexico 0.16%
Peru 0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.02%
United Kingdom 2.92%
9.90%
Austria 0.07%
Belgium 0.17%
Denmark 0.35%
Finland 0.19%
France 1.60%
Germany 1.60%
Greece 0.05%
Ireland 1.08%
Italy 0.56%
Netherlands 0.97%
Norway 0.13%
Portugal 0.04%
Spain 0.57%
Sweden 0.61%
Switzerland 1.80%
0.16%
Czech Republic 0.01%
Poland 0.08%
Turkey 0.05%
1.04%
Egypt 0.01%
Israel 0.28%
Qatar 0.06%
Saudi Arabia 0.27%
South Africa 0.25%
United Arab Emirates 0.11%
Greater Asia 12.00%
Japan 4.40%
1.40%
Australia 1.35%
3.46%
Hong Kong 0.60%
Singapore 0.42%
South Korea 0.89%
Taiwan 1.55%
2.74%
China 1.12%
India 1.28%
Indonesia 0.10%
Malaysia 0.11%
Philippines 0.03%
Thailand 0.11%
Unidentified Region 1.09%

Stock Sector Exposure

Cyclical
33.88%
Materials
3.60%
Consumer Discretionary
10.82%
Financials
16.56%
Real Estate
2.91%
Sensitive
48.29%
Communication Services
7.53%
Energy
3.29%
Industrials
12.31%
Information Technology
25.16%
Defensive
16.68%
Consumer Staples
4.69%
Health Care
9.34%
Utilities
2.65%
Not Classified
1.14%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.98%
As of September 30, 2025
View Region Exposure
Start Trial

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