Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 97.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.03%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 76.76%
Mid 15.04%
Small 8.20%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.28%    % Emerging Markets: 3.69%    % Unidentified Markets: 2.03%

Americas 66.17%
66.16%
Canada 2.95%
United States 63.21%
0.01%
Brazil 0.00%
Chile 0.00%
Colombia 0.00%
Mexico 0.00%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.08%
United Kingdom 3.36%
13.20%
Austria 0.98%
Belgium 0.53%
Denmark 0.46%
Finland 0.00%
France 1.69%
Germany 0.77%
Greece 0.00%
Ireland 1.03%
Italy 0.61%
Netherlands 0.50%
Norway 0.62%
Portugal 0.00%
Spain 1.61%
Sweden 0.63%
Switzerland 3.78%
0.00%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.51%
Egypt 0.00%
Israel 0.00%
Qatar 0.00%
Saudi Arabia 0.00%
South Africa 0.51%
United Arab Emirates 0.00%
Greater Asia 14.72%
Japan 4.82%
1.67%
Australia 1.21%
5.06%
Hong Kong 0.01%
Singapore 1.04%
South Korea 0.01%
Taiwan 4.00%
3.17%
China 2.61%
India 0.02%
Indonesia 0.55%
Malaysia 0.00%
Philippines 0.00%
Thailand 0.00%
Unidentified Region 2.03%

Stock Sector Exposure

Cyclical
31.97%
Materials
3.14%
Consumer Discretionary
9.79%
Financials
17.16%
Real Estate
1.88%
Sensitive
50.24%
Communication Services
10.25%
Energy
3.19%
Industrials
9.53%
Information Technology
27.27%
Defensive
17.79%
Consumer Staples
5.67%
Health Care
9.44%
Utilities
2.68%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
View Region Exposure
Start Trial

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