Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 98.34%
Bond 0.00%
Convertible 0.00%
Preferred 0.99%
Other 0.67%
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Market Capitalization

As of September 30, 2025
Large 88.18%
Mid 9.35%
Small 2.47%
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Region Exposure

% Developed Markets: 90.85%    % Emerging Markets: 6.35%    % Unidentified Markets: 2.80%

Americas 16.04%
15.05%
Canada 6.25%
United States 8.80%
1.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.77%
United Kingdom 6.53%
51.78%
Denmark 0.86%
Finland 0.64%
France 11.81%
Germany 14.74%
Ireland 2.40%
Italy 0.86%
Netherlands 7.64%
Sweden 1.25%
Switzerland 8.19%
0.09%
1.37%
Israel 1.37%
Greater Asia 21.39%
Japan 4.41%
0.00%
11.71%
Hong Kong 1.58%
Singapore 5.31%
South Korea 0.76%
Taiwan 4.07%
5.26%
China 5.26%
Unidentified Region 2.80%

Stock Sector Exposure

Cyclical
35.92%
Materials
4.02%
Consumer Discretionary
9.75%
Financials
22.15%
Real Estate
0.00%
Sensitive
45.82%
Communication Services
7.65%
Energy
2.86%
Industrials
16.79%
Information Technology
18.54%
Defensive
15.64%
Consumer Staples
3.03%
Health Care
12.61%
Utilities
0.00%
Not Classified
2.62%
Non Classified Equity
2.13%
Not Classified - Non Equity
0.48%
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