Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.32%
Stock 94.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.61%
Other 4.13%
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Market Capitalization

As of September 30, 2025
Large 78.37%
Mid 20.72%
Small 0.91%
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Region Exposure

% Developed Markets: 95.78%    % Emerging Markets: 0.09%    % Unidentified Markets: 4.13%

Americas 11.27%
11.27%
Canada 10.81%
United States 0.46%
0.01%
Colombia 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.91%
United Kingdom 12.12%
43.35%
Austria 0.24%
Belgium 0.61%
Denmark 1.56%
Finland 0.93%
France 8.43%
Germany 9.02%
Ireland 0.82%
Italy 2.71%
Netherlands 4.71%
Norway 1.12%
Portugal 0.31%
Spain 2.82%
Sweden 2.47%
Switzerland 7.07%
0.01%
Czech Republic 0.01%
Poland 0.00%
1.43%
Israel 1.43%
Greater Asia 27.69%
Japan 18.72%
5.46%
Australia 5.33%
3.42%
Hong Kong 1.84%
Singapore 1.57%
0.08%
China 0.08%
Unidentified Region 4.13%

Stock Sector Exposure

Cyclical
31.01%
Materials
4.69%
Consumer Discretionary
6.68%
Financials
18.90%
Real Estate
0.74%
Sensitive
25.63%
Communication Services
3.51%
Energy
3.72%
Industrials
12.06%
Information Technology
6.34%
Defensive
14.55%
Consumer Staples
5.39%
Health Care
6.63%
Utilities
2.53%
Not Classified
28.81%
Non Classified Equity
0.46%
Not Classified - Non Equity
28.35%
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