Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 96.83%
Bond 0.00%
Convertible 0.00%
Preferred 1.71%
Other 1.46%
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Market Capitalization

As of September 30, 2025
Large 76.83%
Mid 18.47%
Small 4.70%
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Region Exposure

% Developed Markets: 98.54%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.46%

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 64.66%
United Kingdom 18.89%
44.92%
Austria 1.63%
Denmark 1.33%
Finland 1.48%
France 11.77%
Germany 3.74%
Ireland 2.22%
Italy 4.88%
Spain 6.48%
Sweden 2.36%
Switzerland 5.13%
0.00%
0.85%
Israel 0.85%
Greater Asia 33.88%
Japan 24.29%
2.76%
Australia 2.76%
6.83%
Hong Kong 2.62%
Singapore 4.21%
0.00%
Unidentified Region 1.46%

Stock Sector Exposure

Cyclical
40.55%
Materials
8.69%
Consumer Discretionary
6.95%
Financials
24.91%
Real Estate
0.00%
Sensitive
25.28%
Communication Services
2.53%
Energy
4.81%
Industrials
14.26%
Information Technology
3.67%
Defensive
33.37%
Consumer Staples
8.58%
Health Care
19.71%
Utilities
5.07%
Not Classified
0.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.79%
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