Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 95.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.79%
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Market Capitalization

As of September 30, 2025
Large 76.46%
Mid 22.47%
Small 1.06%
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Region Exposure

% Developed Markets: 95.73%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.27%

Americas 12.08%
12.08%
Canada 11.98%
United States 0.09%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.12%
United Kingdom 12.19%
43.93%
Belgium 0.96%
Denmark 2.41%
Finland 1.04%
France 8.53%
Germany 8.62%
Ireland 0.03%
Italy 3.15%
Netherlands 5.15%
Spain 2.79%
Sweden 3.27%
Switzerland 7.11%
0.00%
0.00%
Greater Asia 27.54%
Japan 19.47%
5.81%
Australia 5.81%
2.26%
Hong Kong 1.69%
Singapore 0.57%
0.00%
Unidentified Region 4.27%

Stock Sector Exposure

Cyclical
41.88%
Materials
7.89%
Consumer Discretionary
8.09%
Financials
25.79%
Real Estate
0.11%
Sensitive
38.03%
Communication Services
6.45%
Energy
4.68%
Industrials
20.84%
Information Technology
6.06%
Defensive
15.85%
Consumer Staples
5.34%
Health Care
9.22%
Utilities
1.29%
Not Classified
4.24%
Non Classified Equity
0.44%
Not Classified - Non Equity
3.80%
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