Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.87%
Stock 96.18%
Bond 0.50%
Convertible 0.00%
Preferred 0.00%
Other 2.45%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 66.22%
Mid 21.90%
Small 11.89%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.67%    % Emerging Markets: 4.76%    % Unidentified Markets: 2.57%

Americas 61.08%
59.02%
Canada 5.22%
United States 53.80%
2.06%
Brazil 1.19%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.50%
United Kingdom 6.47%
14.69%
Belgium 0.52%
France 3.68%
Germany 3.78%
Ireland 1.39%
Netherlands 2.52%
Spain 1.11%
Switzerland 1.68%
0.48%
Poland 0.48%
0.86%
South Africa 0.86%
Greater Asia 13.85%
Japan 7.73%
0.68%
Australia 0.68%
3.20%
Hong Kong 0.74%
South Korea 1.13%
Taiwan 1.33%
2.24%
China 1.58%
Unidentified Region 2.57%

Stock Sector Exposure

Cyclical
36.15%
Materials
8.50%
Consumer Discretionary
4.73%
Financials
22.92%
Real Estate
0.00%
Sensitive
45.18%
Communication Services
8.82%
Energy
4.00%
Industrials
12.48%
Information Technology
19.89%
Defensive
17.27%
Consumer Staples
6.19%
Health Care
9.04%
Utilities
2.03%
Not Classified
1.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.40%
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