Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.78%
Stock 97.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.12%
Other 0.87%
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Market Capitalization

As of September 30, 2025
Large 78.99%
Mid 16.06%
Small 4.96%
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Region Exposure

% Developed Markets: 98.29%    % Emerging Markets: 0.74%    % Unidentified Markets: 0.91%

Americas 4.74%
4.62%
Canada 2.37%
United States 2.25%
0.12%
Brazil 0.04%
Mexico 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.72%
United Kingdom 16.39%
48.68%
Austria 0.29%
Belgium 1.06%
Denmark 2.10%
Finland 0.82%
France 11.43%
Germany 8.98%
Greece 0.06%
Ireland 0.93%
Italy 3.10%
Netherlands 6.03%
Norway 0.50%
Portugal 0.19%
Spain 2.99%
Sweden 2.12%
Switzerland 7.42%
0.04%
Poland 0.00%
0.62%
Israel 0.62%
Greater Asia 28.57%
Japan 18.52%
3.80%
Australia 3.69%
5.65%
Hong Kong 1.62%
Singapore 1.52%
South Korea 1.79%
Taiwan 0.68%
0.60%
China 0.50%
India 0.05%
Indonesia 0.05%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
37.63%
Materials
5.91%
Consumer Discretionary
11.14%
Financials
18.71%
Real Estate
1.86%
Sensitive
38.63%
Communication Services
4.56%
Energy
2.68%
Industrials
18.64%
Information Technology
12.75%
Defensive
22.97%
Consumer Staples
7.31%
Health Care
12.70%
Utilities
2.95%
Not Classified
0.77%
Non Classified Equity
0.24%
Not Classified - Non Equity
0.54%
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