Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.14%
Stock 98.06%
Bond 0.17%
Convertible 0.00%
Preferred 0.22%
Other 1.68%
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Market Capitalization

As of September 30, 2025
Large 73.95%
Mid 24.58%
Small 1.47%
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Region Exposure

% Developed Markets: 98.48%    % Emerging Markets: 0.11%    % Unidentified Markets: 1.41%

Americas 11.55%
11.55%
Canada 11.38%
United States 0.17%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.33%
United Kingdom 12.64%
43.70%
Austria 0.13%
Belgium 1.90%
Denmark 1.83%
Finland 1.31%
France 8.36%
Germany 7.67%
Ireland 1.40%
Italy 3.13%
Netherlands 3.31%
Norway 1.48%
Spain 3.75%
Sweden 2.15%
Switzerland 7.11%
0.00%
1.99%
Israel 1.99%
Greater Asia 28.71%
Japan 19.52%
4.72%
Australia 4.72%
4.36%
Hong Kong 2.78%
Singapore 1.59%
0.11%
China 0.11%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
43.68%
Materials
6.84%
Consumer Discretionary
9.21%
Financials
26.30%
Real Estate
1.33%
Sensitive
35.89%
Communication Services
4.10%
Energy
4.39%
Industrials
18.42%
Information Technology
8.98%
Defensive
19.62%
Consumer Staples
6.83%
Health Care
9.57%
Utilities
3.21%
Not Classified
0.81%
Non Classified Equity
0.49%
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