Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.41%
Stock 97.09%
Bond 1.50%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 85.88%
Mid 8.95%
Small 5.17%
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Region Exposure

% Developed Markets: 71.70%    % Emerging Markets: 27.27%    % Unidentified Markets: 1.04%

Americas 12.92%
6.18%
Canada 2.91%
United States 3.27%
6.75%
Brazil 3.46%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.60%
United Kingdom 7.84%
28.33%
Belgium 1.63%
France 4.12%
Germany 6.48%
Italy 1.52%
Netherlands 3.77%
Norway 1.55%
Spain 1.33%
Sweden 2.57%
Switzerland 3.15%
0.64%
Turkey 0.64%
3.80%
Egypt 0.66%
Israel 0.61%
South Africa 2.53%
Greater Asia 45.43%
Japan 12.84%
2.29%
Australia 2.24%
13.61%
Hong Kong 0.55%
Singapore 3.04%
South Korea 2.09%
Taiwan 7.94%
16.69%
China 12.86%
India 3.83%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
32.74%
Materials
6.18%
Consumer Discretionary
10.38%
Financials
15.27%
Real Estate
0.92%
Sensitive
47.29%
Communication Services
8.90%
Energy
3.61%
Industrials
17.33%
Information Technology
17.45%
Defensive
17.27%
Consumer Staples
4.84%
Health Care
12.42%
Utilities
0.00%
Not Classified
2.71%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.71%
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