Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.37%
Stock 97.07%
Bond 1.09%
Convertible 0.00%
Preferred 0.00%
Other 0.46%
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Market Capitalization

As of September 30, 2025
Large 95.24%
Mid 3.90%
Small 0.86%
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Region Exposure

% Developed Markets: 98.16%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.84%

Americas 1.10%
1.10%
United States 1.10%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.26%
United Kingdom 19.68%
48.58%
Belgium 2.86%
Finland 2.30%
France 14.68%
Germany 7.74%
Italy 2.73%
Netherlands 8.82%
Sweden 2.08%
Switzerland 7.36%
0.00%
0.00%
Greater Asia 28.80%
Japan 22.09%
2.58%
Australia 2.58%
4.13%
Hong Kong 2.62%
Singapore 1.51%
0.00%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
42.24%
Materials
7.18%
Consumer Discretionary
8.58%
Financials
24.45%
Real Estate
2.04%
Sensitive
32.54%
Communication Services
1.06%
Energy
3.60%
Industrials
19.70%
Information Technology
8.19%
Defensive
22.75%
Consumer Staples
8.06%
Health Care
10.93%
Utilities
3.75%
Not Classified
2.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.47%
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