Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.71%
Stock 94.87%
Bond 0.43%
Convertible 0.00%
Preferred 1.89%
Other 1.10%
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Market Capitalization

As of September 30, 2025
Large 72.47%
Mid 24.63%
Small 2.90%
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Region Exposure

% Developed Markets: 92.82%    % Emerging Markets: 4.36%    % Unidentified Markets: 2.81%

Americas 2.30%
0.87%
United States 0.87%
1.43%
Mexico 1.43%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 79.35%
United Kingdom 13.73%
65.62%
Denmark 2.15%
France 19.56%
Germany 20.68%
Ireland 0.44%
Italy 0.98%
Netherlands 9.64%
Sweden 3.85%
Switzerland 6.89%
0.00%
0.00%
Greater Asia 15.54%
Japan 6.54%
0.00%
6.06%
Hong Kong 2.07%
South Korea 3.99%
2.93%
India 1.29%
Indonesia 1.64%
Unidentified Region 2.81%

Stock Sector Exposure

Cyclical
43.68%
Materials
5.98%
Consumer Discretionary
20.72%
Financials
15.96%
Real Estate
1.03%
Sensitive
33.93%
Communication Services
1.61%
Energy
0.00%
Industrials
21.79%
Information Technology
10.52%
Defensive
22.39%
Consumer Staples
11.60%
Health Care
10.79%
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