Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.53%
Stock 97.10%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.29%
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Market Capitalization

As of September 30, 2025
Large 57.22%
Mid 29.42%
Small 13.36%
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Region Exposure

% Developed Markets: 94.32%    % Emerging Markets: 4.18%    % Unidentified Markets: 1.50%

Americas 54.04%
51.99%
Canada 7.13%
United States 44.86%
2.05%
Brazil 2.04%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.35%
United Kingdom 14.09%
22.08%
Belgium 0.00%
Denmark 0.01%
Finland 3.72%
France 6.34%
Germany 1.89%
Ireland 1.23%
Netherlands 1.55%
Norway 0.02%
Spain 2.94%
Sweden 3.11%
Switzerland 1.28%
0.00%
2.17%
South Africa 2.14%
United Arab Emirates 0.03%
Greater Asia 6.12%
Japan 2.09%
0.10%
Australia 0.10%
3.93%
Singapore 3.08%
Taiwan 0.86%
0.00%
Unidentified Region 1.50%

Stock Sector Exposure

Cyclical
18.73%
Materials
3.57%
Consumer Discretionary
0.00%
Financials
1.05%
Real Estate
14.11%
Sensitive
45.88%
Communication Services
12.52%
Energy
0.00%
Industrials
28.80%
Information Technology
4.56%
Defensive
32.77%
Consumer Staples
0.00%
Health Care
2.15%
Utilities
30.62%
Not Classified
2.61%
Non Classified Equity
0.02%
Not Classified - Non Equity
2.60%
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