Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.19%
Stock 95.06%
Bond 2.75%
Convertible 0.00%
Preferred 0.19%
Other 0.81%
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Market Capitalization

As of September 30, 2025
Large 77.53%
Mid 14.14%
Small 8.33%
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Region Exposure

% Developed Markets: 92.49%    % Emerging Markets: 6.00%    % Unidentified Markets: 1.51%

Americas 9.93%
8.98%
Canada 0.02%
United States 8.95%
0.95%
Brazil 0.50%
Chile 0.05%
Colombia 0.05%
Mexico 0.10%
Peru 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.30%
United Kingdom 11.83%
39.27%
Austria 0.06%
Belgium 0.53%
Denmark 1.22%
Finland 0.40%
France 7.96%
Germany 7.39%
Greece 0.09%
Ireland 0.71%
Italy 4.27%
Netherlands 4.25%
Norway 0.84%
Portugal 0.35%
Spain 2.24%
Sweden 1.45%
Switzerland 7.41%
0.24%
Czech Republic 0.04%
Poland 0.11%
Turkey 0.03%
1.96%
Egypt 0.00%
Israel 1.16%
Qatar 0.04%
Saudi Arabia 0.23%
South Africa 0.23%
United Arab Emirates 0.22%
Greater Asia 35.26%
Japan 18.50%
5.77%
Australia 5.76%
6.42%
Hong Kong 2.27%
Singapore 1.18%
South Korea 1.05%
Taiwan 1.92%
4.57%
China 2.63%
India 1.61%
Malaysia 0.03%
Philippines 0.01%
Thailand 0.30%
Unidentified Region 1.51%

Stock Sector Exposure

Cyclical
43.44%
Materials
5.83%
Consumer Discretionary
9.96%
Financials
25.43%
Real Estate
2.23%
Sensitive
37.48%
Communication Services
5.59%
Energy
2.51%
Industrials
19.46%
Information Technology
9.91%
Defensive
15.22%
Consumer Staples
4.29%
Health Care
7.98%
Utilities
2.95%
Not Classified
3.86%
Non Classified Equity
0.66%
Not Classified - Non Equity
3.20%
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