Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.54%
Stock 98.95%
Bond 0.46%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of September 30, 2025
Large 84.08%
Mid 15.68%
Small 0.24%
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Region Exposure

% Developed Markets: 88.02%    % Emerging Markets: 11.51%    % Unidentified Markets: 0.46%

Americas 8.89%
6.28%
Canada 4.06%
United States 2.22%
2.61%
Brazil 1.15%
Chile 1.46%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.71%
United Kingdom 16.07%
31.95%
Austria 1.98%
Denmark 0.98%
France 3.97%
Germany 3.47%
Greece 1.06%
Ireland 2.63%
Italy 7.25%
Netherlands 1.62%
Spain 5.57%
Sweden 1.03%
Switzerland 2.40%
0.01%
Poland 0.01%
0.68%
Israel 0.01%
United Arab Emirates 0.67%
Greater Asia 41.93%
Japan 15.16%
1.16%
Australia 1.16%
16.71%
Hong Kong 1.70%
Singapore 0.56%
South Korea 8.25%
Taiwan 6.20%
8.89%
China 7.81%
India 1.08%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
38.61%
Materials
1.51%
Consumer Discretionary
9.09%
Financials
26.05%
Real Estate
1.96%
Sensitive
46.59%
Communication Services
8.33%
Energy
4.67%
Industrials
21.43%
Information Technology
12.17%
Defensive
13.93%
Consumer Staples
3.14%
Health Care
8.04%
Utilities
2.76%
Not Classified
0.87%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.87%
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