Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.41%
Stock 97.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.80%
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Market Capitalization

As of September 30, 2025
Large 55.15%
Mid 29.81%
Small 15.04%
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Region Exposure

% Developed Markets: 92.87%    % Emerging Markets: 5.29%    % Unidentified Markets: 1.84%

Americas 52.43%
50.88%
Canada 1.58%
United States 49.30%
1.55%
Mexico 0.84%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.21%
United Kingdom 6.35%
19.86%
France 3.84%
Germany 0.80%
Ireland 5.85%
Italy 1.42%
Netherlands 4.81%
Norway 0.52%
Spain 1.65%
Sweden 0.96%
0.00%
0.00%
Greater Asia 19.53%
Japan 8.26%
0.00%
6.81%
Hong Kong 2.11%
Singapore 1.41%
South Korea 0.71%
Taiwan 2.57%
4.45%
China 3.37%
India 1.08%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
38.49%
Materials
5.58%
Consumer Discretionary
10.77%
Financials
19.27%
Real Estate
2.87%
Sensitive
39.98%
Communication Services
8.53%
Energy
4.17%
Industrials
11.74%
Information Technology
15.54%
Defensive
19.72%
Consumer Staples
4.10%
Health Care
12.14%
Utilities
3.48%
Not Classified
1.81%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.81%
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