Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.28%
Stock 94.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.39%
Other 4.00%
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Market Capitalization

As of September 30, 2025
Large 77.28%
Mid 20.26%
Small 2.45%
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Region Exposure

% Developed Markets: 90.56%    % Emerging Markets: 5.60%    % Unidentified Markets: 3.84%

Americas 6.49%
5.20%
Canada 4.40%
United States 0.80%
1.30%
Brazil 0.90%
Mexico 0.21%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.18%
United Kingdom 14.26%
42.40%
Austria 0.61%
Belgium 0.29%
Denmark 1.49%
Finland 1.06%
France 10.01%
Germany 8.32%
Ireland 1.73%
Italy 2.91%
Netherlands 4.67%
Norway 0.91%
Spain 1.48%
Sweden 1.38%
Switzerland 6.29%
0.01%
Turkey 0.01%
0.52%
Israel 0.22%
South Africa 0.26%
United Arab Emirates 0.04%
Greater Asia 32.48%
Japan 16.21%
2.00%
Australia 1.89%
10.23%
Hong Kong 3.16%
Singapore 2.69%
South Korea 1.55%
Taiwan 2.83%
4.04%
China 2.30%
India 0.88%
Indonesia 0.61%
Malaysia 0.02%
Thailand 0.23%
Unidentified Region 3.84%

Stock Sector Exposure

Cyclical
43.07%
Materials
6.13%
Consumer Discretionary
12.35%
Financials
23.85%
Real Estate
0.74%
Sensitive
36.13%
Communication Services
7.42%
Energy
2.80%
Industrials
15.04%
Information Technology
10.87%
Defensive
17.97%
Consumer Staples
6.67%
Health Care
9.89%
Utilities
1.42%
Not Classified
2.83%
Non Classified Equity
0.16%
Not Classified - Non Equity
2.67%
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