Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.41%
Stock 93.30%
Bond 2.07%
Convertible 0.00%
Preferred 0.00%
Other 4.23%
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Market Capitalization

As of September 30, 2025
Large 44.55%
Mid 42.62%
Small 12.83%
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Region Exposure

% Developed Markets: 90.30%    % Emerging Markets: 7.30%    % Unidentified Markets: 2.40%

Americas 51.97%
47.16%
Canada 3.60%
United States 43.56%
4.81%
Brazil 1.47%
Mexico 3.34%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.40%
United Kingdom 8.76%
23.64%
Denmark 0.21%
France 6.75%
Germany 1.53%
Ireland 0.09%
Italy 8.29%
Netherlands 2.50%
Portugal 0.30%
Spain 1.95%
Switzerland 1.42%
0.00%
0.00%
Greater Asia 13.23%
Japan 1.59%
6.90%
Australia 5.82%
2.46%
Hong Kong 2.46%
2.28%
China 1.47%
India 0.12%
Malaysia 0.39%
Philippines 0.30%
Unidentified Region 2.40%

Stock Sector Exposure

Cyclical
3.66%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.05%
Real Estate
3.61%
Sensitive
46.70%
Communication Services
1.63%
Energy
10.25%
Industrials
34.69%
Information Technology
0.13%
Defensive
45.79%
Consumer Staples
0.11%
Health Care
0.00%
Utilities
45.68%
Not Classified
3.85%
Non Classified Equity
0.17%
Not Classified - Non Equity
3.68%
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