Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.07%
Stock 98.50%
Bond 0.04%
Convertible 0.00%
Preferred 0.00%
Other 1.39%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 83.87%
Mid 12.79%
Small 3.34%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.62%    % Emerging Markets: 1.23%    % Unidentified Markets: 1.15%

Americas 3.80%
3.80%
Canada 3.02%
United States 0.78%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.61%
United Kingdom 17.38%
49.23%
Austria 0.52%
Denmark 0.72%
Finland 1.49%
France 10.86%
Germany 8.14%
Ireland 1.52%
Italy 3.70%
Netherlands 6.83%
Norway 2.16%
Spain 2.64%
Sweden 2.63%
Switzerland 7.77%
0.00%
0.00%
Greater Asia 28.44%
Japan 18.77%
2.84%
Australia 2.84%
5.93%
Hong Kong 0.96%
Singapore 1.46%
South Korea 1.61%
Taiwan 1.90%
0.90%
China 0.35%
India 0.56%
Unidentified Region 1.15%

Stock Sector Exposure

Cyclical
43.42%
Materials
4.97%
Consumer Discretionary
11.06%
Financials
25.80%
Real Estate
1.59%
Sensitive
37.31%
Communication Services
2.69%
Energy
3.42%
Industrials
19.48%
Information Technology
11.73%
Defensive
19.02%
Consumer Staples
6.97%
Health Care
10.35%
Utilities
1.71%
Not Classified
0.25%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.11%
As of September 30, 2025
View Region Exposure
Start Trial

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