Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 98.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.37%
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Market Capitalization

As of September 30, 2025
Large 84.50%
Mid 12.06%
Small 3.44%
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Region Exposure

% Developed Markets: 74.40%    % Emerging Markets: 24.23%    % Unidentified Markets: 1.37%

Americas 26.83%
12.10%
Canada 3.30%
United States 8.79%
14.73%
Brazil 2.41%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.16%
United Kingdom 3.66%
42.50%
Denmark 0.65%
France 7.59%
Germany 3.12%
Ireland 2.84%
Italy 4.18%
Netherlands 10.14%
Sweden 2.59%
0.00%
0.00%
Greater Asia 25.64%
Japan 0.94%
0.00%
15.20%
Singapore 6.25%
Taiwan 8.95%
9.50%
China 9.50%
Unidentified Region 1.37%

Stock Sector Exposure

Cyclical
53.86%
Materials
0.00%
Consumer Discretionary
42.19%
Financials
11.67%
Real Estate
0.00%
Sensitive
38.38%
Communication Services
15.71%
Energy
0.00%
Industrials
1.68%
Information Technology
20.99%
Defensive
6.39%
Consumer Staples
2.93%
Health Care
3.46%
Utilities
0.00%
Not Classified
1.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.37%
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