Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.11%
Stock 96.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.85%
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Market Capitalization

As of September 30, 2025
Large 86.27%
Mid 7.82%
Small 5.91%
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Region Exposure

% Developed Markets: 92.59%    % Emerging Markets: 3.44%    % Unidentified Markets: 3.96%

Americas 6.49%
6.00%
Canada 5.08%
United States 0.92%
0.49%
Brazil 0.49%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.85%
United Kingdom 11.71%
47.13%
Denmark 1.71%
Finland 0.45%
France 21.87%
Germany 4.92%
Italy 3.20%
Netherlands 1.12%
Spain 5.39%
Switzerland 8.47%
0.00%
0.00%
Greater Asia 30.70%
Japan 21.07%
0.87%
Australia 0.87%
5.81%
South Korea 4.35%
Taiwan 1.46%
2.95%
China 2.95%
Unidentified Region 3.96%

Stock Sector Exposure

Cyclical
30.63%
Materials
5.12%
Consumer Discretionary
10.49%
Financials
15.02%
Real Estate
0.00%
Sensitive
40.27%
Communication Services
3.97%
Energy
0.00%
Industrials
26.75%
Information Technology
9.55%
Defensive
25.50%
Consumer Staples
8.57%
Health Care
8.31%
Utilities
8.62%
Not Classified
3.60%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.60%
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