Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.73%
Stock 97.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.56%
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Market Capitalization

As of September 30, 2025
Large 83.72%
Mid 12.87%
Small 3.41%
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Region Exposure

% Developed Markets: 95.89%    % Emerging Markets: 3.38%    % Unidentified Markets: 0.74%

Americas 64.46%
63.70%
Canada 1.85%
United States 61.84%
0.77%
Mexico 0.77%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.43%
United Kingdom 5.82%
15.62%
Denmark 1.20%
France 3.55%
Germany 1.47%
Ireland 1.83%
Netherlands 2.19%
Sweden 2.69%
Switzerland 2.35%
0.00%
0.00%
Greater Asia 13.37%
Japan 7.17%
0.00%
3.58%
Hong Kong 1.84%
Singapore 1.74%
2.61%
China 1.76%
India 0.85%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
24.29%
Materials
0.00%
Consumer Discretionary
11.54%
Financials
12.75%
Real Estate
0.00%
Sensitive
57.63%
Communication Services
14.98%
Energy
2.22%
Industrials
15.88%
Information Technology
24.55%
Defensive
16.85%
Consumer Staples
1.84%
Health Care
15.02%
Utilities
0.00%
Not Classified
1.23%
Non Classified Equity
1.23%
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