Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.69%
Stock 98.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.29%
Other -0.15%
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Market Capitalization

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

% Developed Markets: 99.59%    % Emerging Markets: 0.64%    % Unidentified Markets: -0.23%

Americas 1.73%
1.67%
Canada 1.67%
0.06%
Mexico 0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.80%
United Kingdom 14.00%
46.96%
Austria 0.37%
Belgium 0.91%
Denmark 1.80%
Finland 1.05%
France 8.68%
Germany 9.02%
Ireland 0.94%
Italy 2.91%
Netherlands 5.50%
Norway 0.73%
Portugal 0.18%
Spain 3.06%
Sweden 3.28%
Switzerland 8.33%
0.45%
Poland 0.45%
1.39%
Israel 1.39%
Greater Asia 35.69%
Japan 24.30%
7.46%
Australia 7.14%
3.83%
Hong Kong 2.08%
Singapore 1.71%
0.11%
China 0.11%
Unidentified Region -0.23%

Stock Sector Exposure

Cyclical
42.00%
Materials
5.60%
Consumer Discretionary
10.36%
Financials
24.15%
Real Estate
1.89%
Sensitive
36.26%
Communication Services
4.74%
Energy
3.25%
Industrials
19.41%
Information Technology
8.86%
Defensive
21.44%
Consumer Staples
7.54%
Health Care
10.56%
Utilities
3.34%
Not Classified
0.30%
Non Classified Equity
0.30%
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