Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.99%
Stock 96.80%
Bond 0.57%
Convertible 0.00%
Preferred 0.00%
Other 1.64%
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Market Capitalization

As of September 30, 2025
Large 81.09%
Mid 16.39%
Small 2.52%
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Region Exposure

% Developed Markets: 78.17%    % Emerging Markets: 19.21%    % Unidentified Markets: 2.62%

Americas 14.01%
10.40%
Canada 8.17%
United States 2.23%
3.61%
Brazil 0.75%
Mexico 0.97%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.14%
United Kingdom 6.75%
37.39%
Denmark 0.83%
France 5.48%
Germany 6.30%
Ireland 2.23%
Italy 3.54%
Netherlands 9.08%
Portugal 1.34%
Sweden 2.80%
Switzerland 4.73%
0.00%
0.99%
Saudi Arabia 0.99%
Greater Asia 38.23%
Japan 14.04%
0.00%
10.18%
Singapore 0.84%
South Korea 1.65%
Taiwan 7.68%
14.02%
China 5.74%
India 5.50%
Indonesia 1.63%
Philippines 0.62%
Unidentified Region 2.62%

Stock Sector Exposure

Cyclical
32.76%
Materials
2.95%
Consumer Discretionary
13.64%
Financials
14.49%
Real Estate
1.67%
Sensitive
45.98%
Communication Services
4.53%
Energy
2.00%
Industrials
17.43%
Information Technology
22.01%
Defensive
19.68%
Consumer Staples
6.63%
Health Care
11.95%
Utilities
1.10%
Not Classified
1.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.59%
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