Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.21%
Stock 99.05%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
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Market Capitalization

As of September 30, 2025
Large 71.17%
Mid 21.14%
Small 7.69%
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Region Exposure

% Developed Markets: 93.33%    % Emerging Markets: 6.05%    % Unidentified Markets: 0.62%

Americas 67.85%
66.34%
Canada 2.96%
United States 63.37%
1.51%
Brazil 0.76%
Chile 0.25%
Mexico 0.10%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.48%
United Kingdom 4.24%
10.99%
Austria 0.18%
Belgium 0.16%
Denmark 0.25%
Finland 0.18%
France 1.80%
Germany 1.90%
Ireland 1.01%
Italy 0.93%
Netherlands 1.70%
Norway 0.11%
Portugal 0.20%
Spain 0.56%
Sweden 0.23%
Switzerland 1.50%
0.22%
Poland 0.16%
Turkey 0.05%
1.04%
Israel 0.09%
Qatar 0.12%
Saudi Arabia 0.14%
South Africa 0.37%
United Arab Emirates 0.33%
Greater Asia 15.06%
Japan 5.20%
1.55%
Australia 1.55%
4.48%
Hong Kong 0.92%
Singapore 0.20%
South Korea 1.53%
Taiwan 1.69%
3.82%
China 2.47%
India 0.67%
Indonesia 0.27%
Philippines 0.19%
Thailand 0.14%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
32.85%
Materials
3.68%
Consumer Discretionary
9.75%
Financials
17.79%
Real Estate
1.62%
Sensitive
51.21%
Communication Services
9.01%
Energy
3.69%
Industrials
10.33%
Information Technology
28.17%
Defensive
15.61%
Consumer Staples
4.80%
Health Care
8.16%
Utilities
2.65%
Not Classified
0.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.34%
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