Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.65%
Stock 96.87%
Bond 1.39%
Convertible 0.00%
Preferred 1.60%
Other -0.52%
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Market Capitalization

As of September 30, 2025
Large 84.92%
Mid 12.27%
Small 2.81%
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Region Exposure

% Developed Markets: 78.86%    % Emerging Markets: 21.02%    % Unidentified Markets: 0.12%

Americas 15.88%
8.37%
Canada 6.31%
United States 2.06%
7.52%
Brazil 4.35%
Mexico 1.57%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.59%
United Kingdom 5.94%
37.64%
Belgium 0.37%
Denmark 3.65%
France 8.31%
Germany 4.70%
Ireland 3.11%
Italy 2.77%
Netherlands 5.44%
Portugal 0.91%
Spain 0.47%
Sweden 1.29%
Switzerland 6.61%
0.00%
0.00%
Greater Asia 40.41%
Japan 12.81%
1.02%
Australia 1.02%
12.05%
Hong Kong 0.66%
Singapore 1.66%
South Korea 2.40%
Taiwan 7.33%
14.53%
China 9.78%
India 3.22%
Indonesia 0.80%
Philippines 0.73%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
33.84%
Materials
5.63%
Consumer Discretionary
15.77%
Financials
12.25%
Real Estate
0.19%
Sensitive
48.90%
Communication Services
10.21%
Energy
0.00%
Industrials
17.54%
Information Technology
21.16%
Defensive
17.26%
Consumer Staples
5.06%
Health Care
11.56%
Utilities
0.65%
Not Classified
0.00%
Non Classified Equity
0.00%
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