Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.19%
Stock 95.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of September 30, 2025
Large 67.84%
Mid 21.74%
Small 10.42%
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Region Exposure

% Developed Markets: 92.89%    % Emerging Markets: 6.87%    % Unidentified Markets: 0.24%

Americas 9.08%
4.19%
Canada 4.14%
United States 0.05%
4.90%
Mexico 4.90%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.80%
United Kingdom 19.41%
40.39%
Denmark 2.77%
Finland 8.55%
France 3.08%
Germany 7.39%
Ireland 2.80%
Italy 0.98%
Norway 1.82%
Spain 4.94%
Switzerland 5.19%
0.00%
0.00%
Greater Asia 30.88%
Japan 14.04%
0.00%
14.87%
Hong Kong 4.24%
Singapore 4.47%
South Korea 3.72%
Taiwan 2.45%
1.97%
India 1.97%
Unidentified Region 0.24%

Stock Sector Exposure

Cyclical
45.00%
Materials
11.32%
Consumer Discretionary
6.87%
Financials
26.81%
Real Estate
0.00%
Sensitive
46.50%
Communication Services
2.90%
Energy
4.52%
Industrials
19.10%
Information Technology
19.98%
Defensive
8.50%
Consumer Staples
2.57%
Health Care
5.93%
Utilities
0.00%
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