Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.22%
Stock 94.12%
Bond 0.32%
Convertible 0.00%
Preferred 1.89%
Other 1.46%
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Market Capitalization

As of September 30, 2025
Large 72.39%
Mid 24.42%
Small 3.18%
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Region Exposure

% Developed Markets: 91.99%    % Emerging Markets: 4.32%    % Unidentified Markets: 3.69%

Americas 2.24%
0.83%
United States 0.83%
1.41%
Mexico 1.41%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 78.72%
United Kingdom 13.37%
65.34%
Denmark 2.13%
France 19.36%
Germany 20.52%
Ireland 0.52%
Italy 1.01%
Netherlands 9.65%
Sweden 3.90%
Switzerland 6.86%
0.00%
0.00%
Greater Asia 15.36%
Japan 6.44%
0.00%
6.01%
Hong Kong 2.10%
South Korea 3.91%
2.91%
India 1.30%
Indonesia 1.61%
Unidentified Region 3.69%

Stock Sector Exposure

Cyclical
43.65%
Materials
5.94%
Consumer Discretionary
20.88%
Financials
15.78%
Real Estate
1.06%
Sensitive
34.11%
Communication Services
1.60%
Energy
0.00%
Industrials
21.89%
Information Technology
10.62%
Defensive
22.23%
Consumer Staples
11.42%
Health Care
10.81%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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