Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.91%
Stock 94.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.67%
Other 3.87%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 81.19%
Mid 16.95%
Small 1.86%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 75.97%    % Emerging Markets: 20.34%    % Unidentified Markets: 3.69%

Americas 9.00%
5.16%
Canada 4.00%
United States 1.16%
3.85%
Argentina 0.13%
Brazil 2.21%
Chile 0.07%
Colombia 0.01%
Mexico 1.12%
Peru 0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.65%
United Kingdom 10.09%
32.13%
Austria 0.49%
Belgium 0.23%
Denmark 0.95%
Finland 0.46%
France 6.83%
Germany 6.34%
Greece 0.74%
Ireland 1.87%
Italy 2.43%
Netherlands 3.31%
Norway 0.34%
Portugal 0.02%
Spain 1.38%
Sweden 1.18%
Switzerland 4.57%
0.39%
Czech Republic 0.00%
Poland 0.06%
Turkey 0.21%
2.05%
Israel 0.42%
Saudi Arabia 0.13%
South Africa 1.30%
United Arab Emirates 0.20%
Greater Asia 42.66%
Japan 11.61%
0.97%
Australia 0.92%
15.38%
Hong Kong 3.58%
Singapore 1.69%
South Korea 4.28%
Taiwan 5.79%
14.70%
China 9.15%
India 4.34%
Indonesia 0.71%
Kazakhstan 0.01%
Malaysia 0.16%
Philippines 0.08%
Thailand 0.24%
Unidentified Region 3.69%

Stock Sector Exposure

Cyclical
43.93%
Materials
8.02%
Consumer Discretionary
12.05%
Financials
22.43%
Real Estate
1.43%
Sensitive
37.48%
Communication Services
7.95%
Energy
2.68%
Industrials
13.14%
Information Technology
13.70%
Defensive
15.35%
Consumer Staples
5.78%
Health Care
7.97%
Utilities
1.61%
Not Classified
3.24%
Non Classified Equity
0.12%
Not Classified - Non Equity
3.12%
As of September 30, 2025
View Region Exposure
Start Trial

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