Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 96.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.51%
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Market Capitalization

As of September 30, 2025
Large 3.59%
Mid 31.97%
Small 64.44%
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Region Exposure

% Developed Markets: 81.79%    % Emerging Markets: 14.70%    % Unidentified Markets: 3.51%

Americas 9.41%
5.70%
Canada 5.70%
3.71%
Brazil 3.71%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.04%
United Kingdom 12.37%
39.68%
Belgium 3.00%
Denmark 2.07%
France 13.07%
Germany 4.06%
Ireland 2.74%
Italy 2.27%
Netherlands 2.05%
Norway 5.48%
Portugal 1.17%
Spain 0.59%
Sweden 3.17%
0.00%
0.00%
Greater Asia 35.04%
Japan 11.87%
0.00%
12.18%
Hong Kong 3.68%
Singapore 1.27%
South Korea 3.83%
Taiwan 3.40%
10.99%
China 2.76%
India 0.87%
Thailand 7.36%
Unidentified Region 3.51%

Stock Sector Exposure

Cyclical
50.30%
Materials
6.73%
Consumer Discretionary
15.36%
Financials
28.22%
Real Estate
0.00%
Sensitive
34.39%
Communication Services
3.28%
Energy
1.51%
Industrials
17.72%
Information Technology
11.87%
Defensive
12.69%
Consumer Staples
3.38%
Health Care
1.86%
Utilities
7.44%
Not Classified
2.62%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.62%
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