Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.62%
Stock 89.95%
Bond 4.96%
Convertible 0.00%
Preferred 0.18%
Other 5.53%
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Market Capitalization

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

% Developed Markets: 89.61%    % Emerging Markets: 6.09%    % Unidentified Markets: 4.31%

Americas 64.14%
63.27%
Canada 2.62%
United States 60.65%
0.87%
Argentina 0.00%
Brazil 0.36%
Chile 0.06%
Colombia 0.03%
Mexico 0.22%
Peru 0.02%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.08%
United Kingdom 3.30%
11.32%
Austria 0.08%
Belgium 0.20%
Denmark 0.40%
Finland 0.22%
France 1.88%
Germany 1.84%
Greece 0.05%
Ireland 1.03%
Italy 0.71%
Netherlands 1.18%
Norway 0.15%
Portugal 0.04%
Spain 0.69%
Sweden 0.71%
Switzerland 2.05%
0.29%
Czech Republic 0.03%
Poland 0.12%
Russia 0.00%
Turkey 0.08%
1.17%
Egypt 0.01%
Israel 0.24%
Nigeria 0.00%
Qatar 0.06%
Saudi Arabia 0.31%
South Africa 0.32%
United Arab Emirates 0.14%
Greater Asia 15.48%
Japan 5.28%
1.61%
Australia 1.53%
4.17%
Hong Kong 0.84%
Singapore 0.39%
South Korea 1.17%
Taiwan 1.77%
4.42%
China 2.34%
India 1.59%
Indonesia 0.12%
Kazakhstan 0.00%
Malaysia 0.17%
Philippines 0.05%
Thailand 0.14%
Unidentified Region 4.31%

Stock Sector Exposure

Cyclical
30.79%
Materials
3.60%
Consumer Discretionary
9.67%
Financials
15.42%
Real Estate
2.11%
Sensitive
44.31%
Communication Services
7.29%
Energy
3.11%
Industrials
10.35%
Information Technology
23.57%
Defensive
14.80%
Consumer Staples
4.66%
Health Care
7.73%
Utilities
2.41%
Not Classified
10.10%
Non Classified Equity
0.16%
Not Classified - Non Equity
9.93%
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