Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.31%
Stock 94.98%
Bond 2.48%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
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Market Capitalization

As of September 30, 2025
Large 94.92%
Mid 5.08%
Small 0.00%
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Region Exposure

% Developed Markets: 97.46%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.54%

Americas 5.93%
5.93%
Canada 1.27%
United States 4.67%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.53%
United Kingdom 19.69%
48.84%
France 2.22%
Germany 19.91%
Italy 4.60%
Netherlands 1.51%
Spain 4.26%
Sweden 4.32%
Switzerland 10.40%
0.00%
0.00%
Greater Asia 23.01%
Japan 20.38%
0.00%
2.63%
Singapore 2.63%
0.00%
Unidentified Region 2.54%

Stock Sector Exposure

Cyclical
43.00%
Materials
2.98%
Consumer Discretionary
17.74%
Financials
22.28%
Real Estate
0.00%
Sensitive
41.55%
Communication Services
2.95%
Energy
2.63%
Industrials
25.56%
Information Technology
10.42%
Defensive
10.64%
Consumer Staples
3.05%
Health Care
3.97%
Utilities
3.62%
Not Classified
4.80%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.80%
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