Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.08%
Stock 97.50%
Bond 0.00%
Convertible 0.00%
Preferred 1.06%
Other 0.37%
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Market Capitalization

As of September 30, 2025
Large 72.54%
Mid 24.16%
Small 3.30%
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Region Exposure

% Developed Markets: 99.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.37%

Americas 1.02%
1.02%
Canada 1.01%
United States 0.01%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.74%
United Kingdom 14.85%
51.88%
Austria 1.10%
Belgium 0.89%
Denmark 2.20%
Finland 1.33%
France 9.02%
Germany 10.32%
Ireland 0.59%
Italy 2.53%
Netherlands 6.28%
Norway 0.94%
Spain 3.57%
Sweden 1.45%
Switzerland 11.66%
0.00%
0.00%
Greater Asia 31.87%
Japan 21.07%
6.91%
Australia 6.25%
3.89%
Hong Kong 2.87%
Singapore 1.01%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
43.41%
Materials
5.31%
Consumer Discretionary
8.46%
Financials
26.27%
Real Estate
3.37%
Sensitive
34.70%
Communication Services
4.11%
Energy
3.18%
Industrials
17.86%
Information Technology
9.54%
Defensive
21.89%
Consumer Staples
8.29%
Health Care
10.48%
Utilities
3.12%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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