Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.53%
Stock 99.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 6.04%
Mid 12.77%
Small 81.19%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.60%    % Emerging Markets: 3.55%    % Unidentified Markets: 6.85%

Americas 7.58%
6.34%
Canada 2.34%
United States 3.99%
1.25%
Mexico 1.25%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.89%
United Kingdom 10.95%
38.64%
Denmark 2.61%
Germany 10.72%
Italy 1.04%
Norway 2.19%
Sweden 17.80%
Switzerland 3.11%
2.31%
0.00%
Greater Asia 33.68%
Japan 16.73%
8.21%
Australia 8.21%
8.74%
South Korea 5.40%
Taiwan 3.34%
0.00%
Unidentified Region 6.85%

Stock Sector Exposure

Cyclical
17.62%
Materials
0.00%
Consumer Discretionary
1.55%
Financials
14.82%
Real Estate
1.25%
Sensitive
56.89%
Communication Services
6.03%
Energy
0.00%
Industrials
16.76%
Information Technology
34.10%
Defensive
18.55%
Consumer Staples
5.08%
Health Care
13.48%
Utilities
0.00%
Not Classified
6.94%
Non Classified Equity
6.94%
Not Classified - Non Equity
0.00%
As of September 30, 2025
View Region Exposure
Start Trial

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