Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.57%
Stock 96.41%
Bond 1.75%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Market Capitalization

As of September 30, 2025
Large 80.13%
Mid 18.73%
Small 1.14%
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Region Exposure

% Developed Markets: 85.42%    % Emerging Markets: 12.67%    % Unidentified Markets: 1.91%

Americas 7.50%
7.50%
Canada 5.79%
United States 1.71%
-0.00%
Mexico -0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.59%
United Kingdom 9.86%
31.74%
France 8.54%
Germany 5.60%
Italy 7.27%
Spain 6.07%
Switzerland 2.10%
0.00%
0.00%
Greater Asia 49.00%
Japan 20.88%
0.00%
15.45%
Hong Kong 2.19%
Singapore 2.83%
South Korea 4.53%
Taiwan 5.91%
12.67%
China 7.54%
India 1.48%
Malaysia 1.82%
Thailand 1.83%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
46.57%
Materials
3.82%
Consumer Discretionary
11.94%
Financials
30.79%
Real Estate
0.02%
Sensitive
35.50%
Communication Services
2.38%
Energy
4.13%
Industrials
18.26%
Information Technology
10.72%
Defensive
14.58%
Consumer Staples
8.47%
Health Care
4.24%
Utilities
1.88%
Not Classified
3.35%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.35%
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