Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.34%
Stock 93.89%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 5.77%
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Market Capitalization

As of September 30, 2025
Large 28.01%
Mid 38.91%
Small 33.08%
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Region Exposure

% Developed Markets: 93.83%    % Emerging Markets: 0.39%    % Unidentified Markets: 5.78%

Americas 60.47%
60.14%
Canada 1.35%
United States 58.79%
0.33%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.82%
United Kingdom 4.08%
8.74%
Belgium 1.02%
France 2.46%
Germany 2.09%
Netherlands 0.21%
Norway 0.00%
Spain 0.47%
Sweden 1.45%
Switzerland 1.04%
0.00%
0.00%
Greater Asia 20.93%
Japan 9.29%
6.39%
Australia 6.39%
5.15%
Hong Kong 2.59%
Singapore 2.56%
0.10%
China 0.10%
Unidentified Region 5.78%

Stock Sector Exposure

Cyclical
90.58%
Materials
0.00%
Consumer Discretionary
0.38%
Financials
0.00%
Real Estate
90.20%
Sensitive
0.50%
Communication Services
0.12%
Energy
0.00%
Industrials
0.00%
Information Technology
0.38%
Defensive
0.48%
Consumer Staples
0.00%
Health Care
0.48%
Utilities
0.00%
Not Classified
8.44%
Non Classified Equity
3.34%
Not Classified - Non Equity
5.10%
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