Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.67%
Stock 95.05%
Bond 1.84%
Convertible 0.00%
Preferred 0.00%
Other 1.44%
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Market Capitalization

As of September 30, 2025
Large 22.59%
Mid 44.48%
Small 32.93%
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Region Exposure

% Developed Markets: 84.73%    % Emerging Markets: 12.21%    % Unidentified Markets: 3.05%

Americas 12.08%
10.60%
Canada 8.04%
United States 2.55%
1.48%
Brazil 0.60%
Mexico 0.89%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.25%
United Kingdom 2.69%
22.69%
Austria 0.96%
Denmark 0.97%
Finland 0.45%
France 1.17%
Germany 2.65%
Greece 1.64%
Italy 5.05%
Netherlands 0.68%
Norway 2.04%
Portugal 0.58%
Spain 1.70%
Sweden 1.40%
Switzerland 3.40%
0.67%
Poland 0.67%
4.19%
Israel 4.19%
Greater Asia 54.62%
Japan 11.08%
11.14%
Australia 11.14%
22.33%
Hong Kong 3.21%
Singapore 1.56%
South Korea 9.04%
Taiwan 8.52%
10.06%
China 7.71%
India 2.35%
Thailand 0.00%
Unidentified Region 3.05%

Stock Sector Exposure

Cyclical
35.32%
Materials
10.67%
Consumer Discretionary
11.63%
Financials
13.01%
Real Estate
0.00%
Sensitive
54.37%
Communication Services
3.51%
Energy
0.70%
Industrials
33.65%
Information Technology
16.51%
Defensive
6.86%
Consumer Staples
1.65%
Health Care
5.20%
Utilities
0.00%
Not Classified
3.45%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.45%
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