Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.08%
Stock 98.87%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 1.00%
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Market Capitalization

As of September 30, 2025
Large 28.17%
Mid 38.63%
Small 33.20%
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Region Exposure

% Developed Markets: 96.99%    % Emerging Markets: 1.92%    % Unidentified Markets: 1.08%

Americas 62.42%
62.42%
Canada 2.52%
United States 59.90%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.88%
United Kingdom 6.84%
6.04%
Belgium 2.53%
Finland 1.83%
Germany 1.12%
Spain 0.56%
0.00%
0.00%
Greater Asia 23.61%
Japan 9.83%
6.05%
Australia 6.05%
6.94%
Hong Kong 3.52%
Singapore 3.42%
0.79%
India 0.79%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
96.01%
Materials
0.00%
Consumer Discretionary
2.96%
Financials
0.00%
Real Estate
93.06%
Sensitive
1.73%
Communication Services
0.56%
Energy
0.00%
Industrials
1.16%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
2.26%
Non Classified Equity
2.13%
Not Classified - Non Equity
0.13%
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