Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.67%
Stock 95.10%
Bond 1.77%
Convertible 0.00%
Preferred 0.41%
Other 2.05%
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Market Capitalization

As of September 30, 2025
Large 70.12%
Mid 21.85%
Small 8.03%
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Region Exposure

% Developed Markets: 92.33%    % Emerging Markets: 5.36%    % Unidentified Markets: 2.31%

Americas 11.41%
8.22%
Canada 3.78%
United States 4.44%
3.19%
Brazil 1.71%
Mexico 0.33%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.45%
United Kingdom 20.31%
39.15%
Austria 0.53%
Belgium 1.02%
Denmark 1.36%
Finland 0.55%
France 9.74%
Germany 7.72%
Greece 0.05%
Ireland 2.09%
Italy 3.66%
Netherlands 5.86%
Norway 0.11%
Portugal 0.00%
Spain 0.74%
Sweden 0.94%
Switzerland 3.39%
0.02%
Poland 0.00%
Turkey 0.01%
0.98%
Israel 0.56%
South Africa 0.37%
United Arab Emirates 0.05%
Greater Asia 25.83%
Japan 13.90%
1.01%
Australia 1.01%
8.57%
Hong Kong 0.86%
Singapore 2.83%
South Korea 3.17%
Taiwan 1.66%
2.36%
China 1.36%
India 0.60%
Indonesia 0.11%
Thailand 0.30%
Unidentified Region 2.31%

Stock Sector Exposure

Cyclical
39.47%
Materials
4.89%
Consumer Discretionary
11.24%
Financials
21.26%
Real Estate
2.08%
Sensitive
41.26%
Communication Services
7.10%
Energy
3.50%
Industrials
19.25%
Information Technology
11.40%
Defensive
15.99%
Consumer Staples
6.51%
Health Care
7.81%
Utilities
1.68%
Not Classified
3.28%
Non Classified Equity
0.06%
Not Classified - Non Equity
3.22%
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