Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.99%
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Market Capitalization

As of September 30, 2025
Large 25.32%
Mid 37.61%
Small 37.07%
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Region Exposure

% Developed Markets: 98.36%    % Emerging Markets: 0.24%    % Unidentified Markets: 1.41%

Americas 64.19%
63.77%
Canada 2.16%
United States 61.61%
0.42%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.18%
United Kingdom 3.91%
9.28%
Belgium 0.91%
France 2.84%
Germany 2.14%
Spain 0.68%
Sweden 1.72%
Switzerland 0.99%
0.00%
0.00%
Greater Asia 21.22%
Japan 9.65%
5.90%
Australia 5.90%
5.67%
Hong Kong 2.48%
Singapore 3.19%
0.00%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
92.40%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
92.40%
Sensitive
0.50%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.50%
Defensive
0.66%
Consumer Staples
0.00%
Health Care
0.66%
Utilities
0.00%
Not Classified
6.44%
Non Classified Equity
5.96%
Not Classified - Non Equity
0.49%
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