Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.06%
Stock 98.17%
Bond 0.13%
Convertible 0.00%
Preferred 0.29%
Other 1.47%
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Market Capitalization

As of September 30, 2025
Large 85.50%
Mid 13.74%
Small 0.76%
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Region Exposure

% Developed Markets: 98.66%    % Emerging Markets: 0.09%    % Unidentified Markets: 1.25%

Americas 0.33%
0.26%
United States 0.26%
0.07%
Mexico 0.04%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.88%
United Kingdom 14.13%
50.69%
Austria 0.22%
Belgium 0.82%
Denmark 1.88%
Finland 1.06%
France 9.82%
Germany 9.67%
Ireland 0.87%
Italy 3.06%
Netherlands 5.93%
Norway 0.59%
Portugal 0.19%
Spain 3.40%
Sweden 3.04%
Switzerland 9.44%
0.00%
1.05%
Israel 1.05%
Greater Asia 32.54%
Japan 21.93%
6.84%
Australia 6.58%
3.73%
Hong Kong 1.97%
Singapore 1.73%
0.03%
China 0.03%
Unidentified Region 1.25%

Stock Sector Exposure

Cyclical
41.76%
Materials
5.62%
Consumer Discretionary
10.04%
Financials
24.52%
Real Estate
1.57%
Sensitive
35.88%
Communication Services
4.91%
Energy
3.17%
Industrials
19.30%
Information Technology
8.51%
Defensive
21.78%
Consumer Staples
7.51%
Health Care
10.86%
Utilities
3.41%
Not Classified
0.58%
Non Classified Equity
0.33%
Not Classified - Non Equity
0.25%
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