Asset Allocation

As of September 30, 2024.
Type % Net
Cash 1.58%
Stock 98.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other 0.04%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 104.3%    % Emerging Markets: 0.59%    % Unidentified Markets: -4.91%

Americas 69.87%
69.82%
Canada 5.34%
United States 64.48%
0.05%
As of September 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.85%
United Kingdom 5.27%
17.49%
Austria 0.62%
Belgium 0.05%
Denmark 0.97%
Finland 0.07%
France 3.77%
Germany 2.46%
Ireland 2.32%
Italy 1.18%
Netherlands 1.45%
Norway 0.45%
Portugal 0.10%
Spain 0.72%
Sweden 0.77%
Switzerland 2.57%
0.00%
0.09%
Israel 0.09%
Greater Asia 12.19%
Japan 6.67%
1.61%
Australia 1.55%
3.33%
Hong Kong 0.83%
Singapore 1.79%
South Korea 0.37%
Taiwan 0.34%
0.59%
China 0.40%
India 0.19%
Unidentified Region -4.91%

Stock Sector Exposure

Cyclical
27.75%
Materials
3.30%
Consumer Discretionary
7.04%
Financials
16.17%
Real Estate
1.24%
Sensitive
40.93%
Communication Services
7.70%
Energy
3.83%
Industrials
10.98%
Information Technology
18.43%
Defensive
29.98%
Consumer Staples
11.27%
Health Care
13.60%
Utilities
5.11%
Not Classified
1.33%
Non Classified Equity
1.33%
Not Classified - Non Equity
0.00%
As of July 31, 2024
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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