Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.94%
Stock 98.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.30%
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Market Capitalization

As of September 30, 2025
Large 86.56%
Mid 10.41%
Small 3.03%
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Region Exposure

% Developed Markets: 98.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.52%

Americas 11.04%
11.04%
Canada 10.94%
United States 0.10%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.65%
United Kingdom 21.65%
37.00%
France 21.30%
Germany 4.30%
Ireland 3.75%
Italy 2.73%
Netherlands 3.14%
Switzerland 1.78%
0.00%
0.00%
Greater Asia 28.79%
Japan 15.80%
2.99%
Australia 2.99%
9.99%
Hong Kong 4.86%
Taiwan 5.13%
0.00%
Unidentified Region 1.52%

Stock Sector Exposure

Cyclical
35.84%
Materials
5.11%
Consumer Discretionary
10.24%
Financials
18.66%
Real Estate
1.84%
Sensitive
42.18%
Communication Services
6.61%
Energy
6.40%
Industrials
16.40%
Information Technology
12.78%
Defensive
21.97%
Consumer Staples
5.96%
Health Care
10.50%
Utilities
5.51%
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