Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.65%
Stock 99.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of September 30, 2025
Large 83.54%
Mid 12.91%
Small 3.55%
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Region Exposure

% Developed Markets: 86.00%    % Emerging Markets: 13.98%    % Unidentified Markets: 0.03%

Americas 18.71%
12.17%
Canada 8.97%
United States 3.20%
6.53%
Brazil 2.10%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.58%
United Kingdom 3.08%
55.50%
Denmark 6.90%
France 21.89%
Germany 2.12%
Italy 5.39%
Netherlands 5.75%
Switzerland 5.86%
0.00%
0.00%
Greater Asia 22.68%
Japan 5.59%
0.00%
9.64%
Hong Kong 3.10%
Taiwan 6.54%
7.44%
India 7.44%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
44.21%
Materials
0.00%
Consumer Discretionary
28.01%
Financials
16.20%
Real Estate
0.00%
Sensitive
46.11%
Communication Services
11.27%
Energy
0.00%
Industrials
14.75%
Information Technology
20.09%
Defensive
9.69%
Consumer Staples
5.63%
Health Care
4.05%
Utilities
0.00%
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