Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.36%
Stock 97.77%
Bond 1.22%
Convertible 0.00%
Preferred 0.00%
Other -0.36%
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Market Capitalization

As of September 30, 2025
Large 92.08%
Mid 6.79%
Small 1.13%
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Region Exposure

% Developed Markets: 98.13%    % Emerging Markets: 0.85%    % Unidentified Markets: 1.02%

Americas 1.50%
1.50%
United States 1.50%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.65%
United Kingdom 12.52%
51.14%
Denmark 2.68%
Finland 1.57%
France 9.38%
Germany 8.17%
Ireland 4.89%
Italy 2.19%
Netherlands 6.87%
Norway 1.59%
Spain 5.24%
Sweden 2.25%
Switzerland 5.57%
0.00%
0.00%
Greater Asia 33.83%
Japan 21.09%
5.59%
Australia 5.06%
6.29%
Hong Kong 0.96%
Singapore 2.72%
Taiwan 2.61%
0.85%
China 0.85%
Unidentified Region 1.02%

Stock Sector Exposure

Cyclical
40.46%
Materials
5.93%
Consumer Discretionary
10.92%
Financials
23.14%
Real Estate
0.48%
Sensitive
37.09%
Communication Services
4.78%
Energy
2.97%
Industrials
16.77%
Information Technology
12.57%
Defensive
19.87%
Consumer Staples
5.98%
Health Care
10.96%
Utilities
2.93%
Not Classified
2.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.58%
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