Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.57%
Stock 97.66%
Bond 0.41%
Convertible 0.00%
Preferred 0.17%
Other 0.19%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 2.63%
Mid 40.90%
Small 56.47%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.38%    % Emerging Markets: 3.24%    % Unidentified Markets: 1.37%

Americas 11.60%
10.85%
Canada 9.84%
United States 1.01%
0.75%
Brazil 0.15%
Mexico 0.55%
Peru 0.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.49%
United Kingdom 9.59%
38.21%
Austria 0.33%
Belgium 0.35%
Denmark 2.70%
Finland 1.36%
France 6.54%
Germany 6.12%
Greece 0.10%
Ireland 0.20%
Italy 4.55%
Netherlands 2.17%
Norway 0.57%
Portugal 0.39%
Spain 3.56%
Sweden 2.27%
Switzerland 6.48%
0.53%
Poland 0.48%
1.15%
Israel 0.75%
Qatar 0.02%
South Africa 0.09%
United Arab Emirates 0.29%
Greater Asia 37.54%
Japan 21.48%
5.83%
Australia 5.49%
8.44%
Hong Kong 0.67%
Singapore 0.73%
South Korea 5.68%
Taiwan 1.07%
1.78%
China 1.34%
India 0.08%
Indonesia 0.04%
Malaysia 0.10%
Philippines 0.03%
Thailand 0.18%
Unidentified Region 1.37%

Stock Sector Exposure

Cyclical
42.50%
Materials
9.70%
Consumer Discretionary
12.45%
Financials
14.43%
Real Estate
5.93%
Sensitive
43.62%
Communication Services
4.84%
Energy
3.74%
Industrials
22.82%
Information Technology
12.23%
Defensive
12.75%
Consumer Staples
3.21%
Health Care
7.07%
Utilities
2.47%
Not Classified
1.13%
Non Classified Equity
0.36%
Not Classified - Non Equity
0.77%
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