Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.12%
Stock 93.01%
Bond 0.00%
Convertible 0.00%
Preferred 2.43%
Other 4.44%
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Market Capitalization

As of September 30, 2025
Large 75.86%
Mid 16.46%
Small 7.68%
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Region Exposure

% Developed Markets: 92.41%    % Emerging Markets: 3.07%    % Unidentified Markets: 4.52%

Americas 0.00%
0.00%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.26%
United Kingdom 25.26%
42.00%
Belgium 1.11%
Denmark 0.68%
France 14.17%
Germany 9.79%
Ireland 1.52%
Italy 1.51%
Netherlands 5.22%
Spain 4.42%
Switzerland 3.58%
0.00%
0.00%
Greater Asia 28.22%
Japan 22.26%
0.00%
2.88%
Hong Kong 2.88%
3.07%
China 3.07%
Unidentified Region 4.52%

Stock Sector Exposure

Cyclical
45.50%
Materials
9.34%
Consumer Discretionary
10.41%
Financials
25.75%
Real Estate
0.00%
Sensitive
37.42%
Communication Services
3.86%
Energy
6.33%
Industrials
23.61%
Information Technology
3.62%
Defensive
13.69%
Consumer Staples
1.55%
Health Care
10.03%
Utilities
2.12%
Not Classified
3.39%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.39%
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