Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.61%
Stock 98.14%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other 1.16%
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Market Capitalization

As of September 30, 2025
Large 84.22%
Mid 13.83%
Small 1.96%
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Region Exposure

% Developed Markets: 93.79%    % Emerging Markets: 6.04%    % Unidentified Markets: 0.17%

Americas 3.89%
2.56%
Canada 2.24%
United States 0.33%
1.32%
Brazil 0.54%
Mexico 0.78%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.66%
United Kingdom 15.66%
46.28%
Belgium 0.57%
Denmark 1.86%
Finland 1.71%
France 8.59%
Germany 8.75%
Greece 1.05%
Ireland 0.16%
Italy 2.05%
Netherlands 3.95%
Norway 1.10%
Spain 3.88%
Sweden 1.93%
Switzerland 10.39%
0.00%
0.72%
Israel 0.00%
South Africa 0.72%
Greater Asia 33.27%
Japan 19.56%
4.53%
Australia 4.53%
5.19%
Hong Kong 1.50%
Singapore 0.16%
South Korea 2.01%
Taiwan 1.53%
3.99%
China 3.99%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
37.17%
Materials
6.74%
Consumer Discretionary
8.63%
Financials
21.80%
Real Estate
0.00%
Sensitive
40.27%
Communication Services
5.77%
Energy
3.28%
Industrials
21.44%
Information Technology
9.78%
Defensive
21.35%
Consumer Staples
6.56%
Health Care
12.91%
Utilities
1.89%
Not Classified
1.20%
Non Classified Equity
1.06%
Not Classified - Non Equity
0.14%
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