Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.65%
Stock 95.98%
Bond 2.17%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

As of September 30, 2025
Large 90.42%
Mid 9.41%
Small 0.17%
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Region Exposure

% Developed Markets: 90.68%    % Emerging Markets: 7.49%    % Unidentified Markets: 1.83%

Americas 5.25%
4.13%
Canada 1.94%
United States 2.19%
1.11%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.03%
United Kingdom 15.18%
35.85%
Denmark 0.62%
France 8.75%
Germany 5.73%
Ireland 3.25%
Italy 1.64%
Netherlands 2.79%
Sweden 9.30%
Switzerland 3.77%
0.00%
0.00%
Greater Asia 41.89%
Japan 16.31%
0.00%
19.21%
Hong Kong 4.96%
Singapore 4.36%
South Korea 4.96%
Taiwan 4.93%
6.37%
China 3.79%
India 2.58%
Unidentified Region 1.83%

Stock Sector Exposure

Cyclical
41.27%
Materials
6.95%
Consumer Discretionary
9.50%
Financials
24.83%
Real Estate
0.00%
Sensitive
48.76%
Communication Services
11.76%
Energy
4.46%
Industrials
19.27%
Information Technology
13.27%
Defensive
6.18%
Consumer Staples
0.00%
Health Care
6.18%
Utilities
0.00%
Not Classified
3.78%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.78%
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