Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 98.86%
Bond 0.00%
Convertible 0.00%
Preferred 0.62%
Other 0.52%
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Market Capitalization

As of September 30, 2025
Large 77.38%
Mid 18.92%
Small 3.70%
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Region Exposure

% Developed Markets: 91.40%    % Emerging Markets: 8.08%    % Unidentified Markets: 0.52%

Americas 67.86%
65.55%
Canada 2.52%
United States 63.03%
2.32%
Brazil 1.00%
Mexico 0.55%
Peru 0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.95%
United Kingdom 4.02%
12.71%
Austria 0.03%
Belgium 0.17%
Denmark 0.30%
Finland 0.85%
France 1.42%
Germany 1.67%
Ireland 1.64%
Italy 0.57%
Netherlands 1.28%
Norway 0.32%
Spain 1.24%
Sweden 0.16%
Switzerland 3.02%
0.18%
Poland 0.11%
1.04%
Israel 0.61%
South Africa 0.43%
Greater Asia 13.67%
Japan 3.22%
1.18%
Australia 1.18%
4.09%
Hong Kong 1.12%
Singapore 0.73%
South Korea 0.61%
Taiwan 1.64%
5.17%
China 2.25%
India 2.21%
Indonesia 0.35%
Philippines 0.22%
Thailand 0.15%
Unidentified Region 0.52%

Stock Sector Exposure

Cyclical
26.41%
Materials
1.63%
Consumer Discretionary
11.85%
Financials
12.40%
Real Estate
0.53%
Sensitive
54.35%
Communication Services
9.75%
Energy
4.16%
Industrials
12.28%
Information Technology
28.16%
Defensive
19.24%
Consumer Staples
9.39%
Health Care
8.97%
Utilities
0.88%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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