Asset Allocation

As of September 30, 2025.
Type % Net
Cash -108.9%
Stock 223.8%
Bond 0.00%
Convertible 0.00%
Preferred 2.67%
Other -17.62%
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Market Capitalization

As of September 30, 2025
Large 75.58%
Mid 19.18%
Small 5.25%
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Region Exposure

% Developed Markets: 166.8%    % Emerging Markets: 0.00%    % Unidentified Markets: -66.84%

Americas 17.14%
11.42%
Canada 11.39%
United States 0.02%
5.72%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 120.1%
United Kingdom 19.92%
100.2%
Finland 1.34%
France 38.15%
Germany 26.95%
Netherlands 20.32%
Switzerland 13.46%
0.00%
0.00%
Greater Asia 29.57%
Japan 16.77%
1.01%
Australia 1.01%
11.79%
Hong Kong 4.13%
Singapore 1.36%
South Korea 2.69%
Taiwan 3.61%
0.00%
Unidentified Region -66.84%

Stock Sector Exposure

Cyclical
46.57%
Materials
9.90%
Consumer Discretionary
6.71%
Financials
28.93%
Real Estate
1.03%
Sensitive
36.99%
Communication Services
1.61%
Energy
5.60%
Industrials
23.44%
Information Technology
6.34%
Defensive
16.12%
Consumer Staples
7.73%
Health Care
6.41%
Utilities
1.99%
Not Classified
0.32%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.32%
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