Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.39%
Stock 92.46%
Bond 3.83%
Convertible 0.00%
Preferred 0.10%
Other 2.21%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 90.75%    % Emerging Markets: 5.69%    % Unidentified Markets: 3.56%

Americas 65.78%
64.42%
Canada 2.45%
United States 61.98%
1.36%
Argentina 0.01%
Brazil 0.53%
Chile 0.05%
Colombia 0.01%
Mexico 0.28%
Peru 0.01%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.35%
United Kingdom 5.24%
12.20%
Austria 0.26%
Belgium 0.05%
Denmark 0.21%
Finland 0.24%
France 2.29%
Germany 1.94%
Greece 0.00%
Ireland 0.97%
Italy 0.93%
Netherlands 2.02%
Norway 0.20%
Portugal 0.31%
Spain 0.23%
Sweden 0.50%
Switzerland 1.68%
0.26%
Czech Republic 0.02%
Poland 0.06%
Turkey 0.03%
0.65%
Egypt 0.00%
Israel 0.08%
Nigeria 0.00%
Qatar 0.03%
Saudi Arabia 0.23%
South Africa 0.25%
United Arab Emirates 0.04%
Greater Asia 12.30%
Japan 3.99%
0.80%
Australia 0.79%
3.82%
Hong Kong 0.71%
Singapore 0.41%
South Korea 0.99%
Taiwan 1.71%
3.68%
China 1.59%
India 1.43%
Indonesia 0.27%
Kazakhstan 0.01%
Malaysia 0.07%
Pakistan 0.00%
Philippines 0.09%
Thailand 0.13%
Unidentified Region 3.56%

Stock Sector Exposure

Cyclical
35.49%
Materials
6.09%
Consumer Discretionary
9.05%
Financials
16.13%
Real Estate
4.22%
Sensitive
43.91%
Communication Services
6.33%
Energy
4.91%
Industrials
11.27%
Information Technology
21.39%
Defensive
15.21%
Consumer Staples
4.17%
Health Care
8.99%
Utilities
2.05%
Not Classified
5.39%
Non Classified Equity
0.29%
Not Classified - Non Equity
5.10%
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