Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.09%
Stock 95.55%
Bond 2.25%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of September 30, 2025
Large 95.85%
Mid 3.88%
Small 0.27%
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Region Exposure

% Developed Markets: 93.71%    % Emerging Markets: 4.10%    % Unidentified Markets: 2.20%

Americas 8.60%
6.65%
Canada 4.39%
United States 2.25%
1.95%
Brazil 1.95%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.35%
United Kingdom 8.53%
54.82%
Belgium 2.77%
Denmark 2.01%
France 10.89%
Germany 1.82%
Ireland 5.29%
Italy 5.02%
Netherlands 12.65%
Norway 1.51%
Spain 3.99%
Sweden 1.75%
Switzerland 7.13%
0.00%
0.00%
Greater Asia 25.86%
Japan 15.16%
0.00%
8.56%
Hong Kong 2.02%
Singapore 2.95%
Taiwan 3.58%
2.15%
India 2.15%
Unidentified Region 2.20%

Stock Sector Exposure

Cyclical
35.74%
Materials
6.09%
Consumer Discretionary
5.20%
Financials
24.45%
Real Estate
0.00%
Sensitive
45.48%
Communication Services
0.52%
Energy
4.19%
Industrials
24.92%
Information Technology
15.85%
Defensive
14.44%
Consumer Staples
0.63%
Health Care
10.54%
Utilities
3.27%
Not Classified
4.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.34%
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