Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.65%
Stock 92.11%
Bond 2.18%
Convertible 0.00%
Preferred 0.35%
Other 1.71%
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Market Capitalization

As of September 30, 2025
Large 42.48%
Mid 15.06%
Small 42.46%
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Region Exposure

% Developed Markets: 93.09%    % Emerging Markets: 6.17%    % Unidentified Markets: 0.74%

Americas 15.87%
12.40%
Canada 5.27%
United States 7.13%
3.47%
Chile 0.91%
Mexico 2.56%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.76%
United Kingdom 18.15%
38.61%
Belgium 2.43%
Finland 3.45%
France 13.06%
Germany 4.78%
Ireland 1.50%
Italy 0.90%
Netherlands 2.47%
Sweden 2.56%
Switzerland 7.46%
0.00%
0.00%
Greater Asia 26.64%
Japan 14.83%
0.00%
9.11%
Singapore 2.79%
South Korea 6.32%
2.70%
China 2.21%
Philippines 0.49%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
34.81%
Materials
15.12%
Consumer Discretionary
10.74%
Financials
8.94%
Real Estate
0.00%
Sensitive
36.90%
Communication Services
0.00%
Energy
2.09%
Industrials
29.38%
Information Technology
5.43%
Defensive
25.67%
Consumer Staples
11.58%
Health Care
11.48%
Utilities
2.61%
Not Classified
2.62%
Non Classified Equity
0.38%
Not Classified - Non Equity
2.24%
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