Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.92%
Stock 92.00%
Bond 1.69%
Convertible 0.00%
Preferred 2.35%
Other 1.05%
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Market Capitalization

As of September 30, 2025
Large 63.79%
Mid 29.40%
Small 6.81%
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Region Exposure

% Developed Markets: 94.75%    % Emerging Markets: 1.29%    % Unidentified Markets: 3.96%

Americas 2.46%
2.46%
Canada 0.77%
United States 1.69%
0.00%
Mexico 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.05%
United Kingdom 14.34%
52.69%
Austria 0.00%
Belgium 1.39%
Denmark 1.27%
Finland 2.19%
France 8.98%
Germany 9.99%
Ireland 0.02%
Italy 1.44%
Netherlands 9.04%
Norway 0.01%
Portugal 0.00%
Spain 4.60%
Sweden 5.95%
Switzerland 7.80%
0.00%
0.02%
Israel 0.02%
Greater Asia 26.53%
Japan 23.03%
0.51%
Australia 0.51%
1.70%
Hong Kong 1.29%
Singapore 0.40%
1.29%
China 0.00%
Philippines 1.29%
Unidentified Region 3.96%

Stock Sector Exposure

Cyclical
37.72%
Materials
7.50%
Consumer Discretionary
7.70%
Financials
20.15%
Real Estate
2.37%
Sensitive
31.33%
Communication Services
3.84%
Energy
3.15%
Industrials
14.56%
Information Technology
9.78%
Defensive
26.30%
Consumer Staples
12.18%
Health Care
11.23%
Utilities
2.89%
Not Classified
4.65%
Non Classified Equity
0.01%
Not Classified - Non Equity
4.65%
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