Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.15%
Stock 98.29%
Bond 2.13%
Convertible 0.00%
Preferred 0.00%
Other -0.58%
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Market Capitalization

As of September 30, 2025
Large 65.19%
Mid 26.89%
Small 7.92%
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Region Exposure

% Developed Markets: 101.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.24%

Americas 6.97%
6.97%
Canada 6.96%
United States 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 54.79%
United Kingdom 12.81%
41.98%
Austria 0.56%
Finland 1.13%
France 10.10%
Germany 4.18%
Italy 3.99%
Netherlands 5.60%
Norway 2.81%
Portugal 0.50%
Spain 5.53%
Sweden 0.94%
Switzerland 6.64%
0.00%
0.00%
Greater Asia 39.49%
Japan 23.29%
5.99%
Australia 4.54%
10.21%
Hong Kong 2.41%
Singapore 7.80%
0.00%
Unidentified Region -1.24%

Stock Sector Exposure

Cyclical
32.60%
Materials
2.92%
Consumer Discretionary
11.33%
Financials
17.94%
Real Estate
0.42%
Sensitive
36.07%
Communication Services
8.38%
Energy
7.44%
Industrials
15.59%
Information Technology
4.65%
Defensive
31.33%
Consumer Staples
12.56%
Health Care
10.10%
Utilities
8.67%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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