Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.95%
Stock 96.67%
Bond 1.68%
Convertible 0.00%
Preferred 0.00%
Other -0.30%
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Market Capitalization

As of September 30, 2025
Large 35.84%
Mid 35.90%
Small 28.26%
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Region Exposure

% Developed Markets: 84.57%    % Emerging Markets: 13.79%    % Unidentified Markets: 1.64%

Americas 18.99%
14.50%
Canada 7.43%
United States 7.07%
4.49%
Mexico 4.49%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.62%
United Kingdom 13.75%
34.87%
Austria 2.28%
France 13.04%
Germany 1.28%
Greece 2.38%
Ireland 6.26%
Netherlands 1.30%
Portugal 3.06%
Spain 1.78%
Sweden 1.36%
0.00%
0.00%
Greater Asia 30.74%
Japan 9.60%
0.00%
11.85%
Hong Kong 5.48%
South Korea 2.74%
Taiwan 3.63%
9.29%
China 5.92%
Philippines 2.46%
Unidentified Region 1.64%

Stock Sector Exposure

Cyclical
43.54%
Materials
1.71%
Consumer Discretionary
18.03%
Financials
19.28%
Real Estate
4.52%
Sensitive
38.86%
Communication Services
5.86%
Energy
0.00%
Industrials
17.10%
Information Technology
15.90%
Defensive
14.02%
Consumer Staples
6.57%
Health Care
7.45%
Utilities
0.00%
Not Classified
3.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.58%
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