Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.80%
Stock 95.08%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.12%
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Market Capitalization

As of September 30, 2025
Large 61.98%
Mid 23.01%
Small 15.02%
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Region Exposure

% Developed Markets: 91.73%    % Emerging Markets: 3.35%    % Unidentified Markets: 4.92%

Americas 8.00%
4.58%
Canada 4.58%
3.42%
Chile 0.98%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.33%
United Kingdom 8.55%
46.78%
Belgium 1.08%
France 10.65%
Germany 8.65%
Ireland 4.32%
Italy 2.49%
Netherlands 2.07%
Norway 5.36%
Spain 3.15%
Sweden 3.98%
Switzerland 5.04%
0.00%
Russia 0.00%
0.00%
Greater Asia 31.75%
Japan 15.74%
0.00%
13.64%
Singapore 1.90%
South Korea 11.34%
Taiwan 0.40%
2.37%
China 2.37%
Unidentified Region 4.92%

Stock Sector Exposure

Cyclical
46.52%
Materials
9.32%
Consumer Discretionary
15.47%
Financials
21.73%
Real Estate
0.00%
Sensitive
38.07%
Communication Services
6.41%
Energy
3.29%
Industrials
21.85%
Information Technology
6.52%
Defensive
15.41%
Consumer Staples
8.10%
Health Care
5.33%
Utilities
1.98%
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