Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.73%
Stock 97.49%
Bond 0.36%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of September 30, 2025
Large 63.71%
Mid 24.25%
Small 12.04%
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Region Exposure

% Developed Markets: 86.55%    % Emerging Markets: 12.42%    % Unidentified Markets: 1.03%

Americas 56.10%
50.12%
Canada 1.54%
United States 48.58%
5.98%
Brazil 1.49%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.91%
United Kingdom 6.86%
18.33%
Denmark 0.50%
France 4.43%
Germany 3.47%
Ireland 3.89%
Italy 1.12%
Netherlands 2.19%
Spain 1.24%
Sweden 1.49%
0.00%
1.72%
Israel 1.72%
Greater Asia 15.96%
Japan 3.98%
0.00%
2.98%
Taiwan 2.98%
9.00%
China 1.04%
India 4.55%
Indonesia 2.67%
Unidentified Region 1.03%

Stock Sector Exposure

Cyclical
25.27%
Materials
3.01%
Consumer Discretionary
4.53%
Financials
17.72%
Real Estate
0.00%
Sensitive
54.07%
Communication Services
1.70%
Energy
0.00%
Industrials
24.50%
Information Technology
27.87%
Defensive
19.68%
Consumer Staples
0.00%
Health Care
15.34%
Utilities
4.34%
Not Classified
0.98%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.98%
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