Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.35%
Stock 96.35%
Bond 0.00%
Convertible 0.00%
Preferred 1.24%
Other 2.06%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 38.14%
Mid 33.78%
Small 28.09%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.99%    % Emerging Markets: 9.02%    % Unidentified Markets: 1.98%

Americas 72.73%
65.40%
Canada 4.71%
United States 60.69%
7.33%
Argentina 0.45%
Brazil 3.00%
Chile 0.49%
Mexico 3.40%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.29%
United Kingdom 5.52%
11.51%
Austria 0.15%
Denmark 0.34%
Finland 0.89%
France 3.00%
Germany 0.55%
Ireland 0.09%
Italy 0.60%
Netherlands 0.02%
Norway 0.70%
Portugal 0.43%
Spain 1.80%
Sweden 0.23%
Switzerland 2.21%
0.16%
Poland 0.05%
Russia -0.00%
1.10%
Israel 0.83%
South Africa 0.27%
Greater Asia 7.00%
Japan 1.01%
3.97%
Australia 3.39%
0.75%
Hong Kong 0.33%
Singapore 0.36%
South Korea 0.06%
1.26%
China 1.06%
India 0.17%
Thailand 0.04%
Unidentified Region 1.98%

Stock Sector Exposure

Cyclical
49.90%
Materials
12.04%
Consumer Discretionary
0.11%
Financials
0.00%
Real Estate
37.76%
Sensitive
34.92%
Communication Services
0.40%
Energy
18.30%
Industrials
15.14%
Information Technology
1.07%
Defensive
12.59%
Consumer Staples
1.57%
Health Care
0.00%
Utilities
11.02%
Not Classified
2.58%
Non Classified Equity
0.79%
Not Classified - Non Equity
1.79%
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