Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.09%
Stock 91.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 8.17%
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Market Capitalization

As of September 30, 2025
Large 93.25%
Mid 6.67%
Small 0.08%
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Region Exposure

% Developed Markets: 87.20%    % Emerging Markets: 4.54%    % Unidentified Markets: 8.26%

Americas 7.14%
6.17%
Canada 5.90%
United States 0.27%
0.97%
Brazil 0.97%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.50%
United Kingdom 6.17%
48.32%
Denmark 0.31%
France 18.18%
Germany 7.75%
Italy 3.88%
Netherlands 6.63%
Spain 4.50%
Switzerland 7.08%
0.00%
0.00%
Greater Asia 30.11%
Japan 17.11%
0.00%
9.43%
Hong Kong 3.70%
South Korea 3.70%
Taiwan 2.04%
3.57%
China 3.57%
Unidentified Region 8.26%

Stock Sector Exposure

Cyclical
29.30%
Materials
5.77%
Consumer Discretionary
8.58%
Financials
14.94%
Real Estate
0.00%
Sensitive
40.35%
Communication Services
2.78%
Energy
3.61%
Industrials
23.79%
Information Technology
10.16%
Defensive
21.59%
Consumer Staples
6.28%
Health Care
6.22%
Utilities
9.09%
Not Classified
8.77%
Non Classified Equity
0.00%
Not Classified - Non Equity
8.77%
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