Asset Allocation

As of September 30, 2025.
Type % Net
Cash 7.26%
Stock 91.56%
Bond 0.00%
Convertible 0.00%
Preferred 1.17%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 4.14%
Mid 32.43%
Small 63.43%
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Region Exposure

% Developed Markets: 84.20%    % Emerging Markets: 8.53%    % Unidentified Markets: 7.26%

Americas 3.42%
1.90%
Canada 1.90%
1.53%
Brazil 1.53%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.01%
United Kingdom 19.86%
32.52%
Belgium 0.91%
Finland 1.81%
France 8.89%
Germany 4.51%
Italy 3.97%
Netherlands 0.83%
Norway 1.80%
Sweden 3.73%
Switzerland 6.08%
2.61%
Poland 1.31%
2.02%
Israel 2.02%
Greater Asia 32.31%
Japan 22.19%
3.24%
Australia 3.24%
5.30%
Singapore 1.97%
South Korea 3.33%
1.58%
India 1.58%
Unidentified Region 7.26%

Stock Sector Exposure

Cyclical
16.64%
Materials
4.41%
Consumer Discretionary
2.57%
Financials
8.90%
Real Estate
0.76%
Sensitive
71.20%
Communication Services
8.85%
Energy
2.44%
Industrials
30.41%
Information Technology
29.50%
Defensive
12.16%
Consumer Staples
0.00%
Health Care
12.16%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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