Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.43%
Stock 98.18%
Bond 0.07%
Convertible 0.00%
Preferred 0.42%
Other 0.90%
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Market Capitalization

As of September 30, 2025
Large 77.06%
Mid 22.01%
Small 0.92%
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Region Exposure

% Developed Markets: 99.01%    % Emerging Markets: 0.14%    % Unidentified Markets: 0.84%

Americas 0.37%
0.26%
United States 0.26%
0.12%
Mexico 0.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.39%
United Kingdom 13.08%
51.27%
Austria 0.68%
Belgium 0.78%
Denmark 1.32%
Finland 1.23%
France 9.39%
Germany 9.24%
Ireland 0.83%
Italy 3.69%
Netherlands 6.50%
Norway 0.89%
Portugal 0.74%
Spain 2.18%
Sweden 3.32%
Switzerland 9.68%
0.00%
1.05%
Israel 1.05%
Greater Asia 33.40%
Japan 23.06%
5.73%
Australia 5.60%
4.55%
Hong Kong 2.61%
Singapore 1.94%
0.05%
China 0.05%
Unidentified Region 0.84%

Stock Sector Exposure

Cyclical
46.17%
Materials
6.73%
Consumer Discretionary
9.69%
Financials
27.52%
Real Estate
2.23%
Sensitive
34.48%
Communication Services
4.38%
Energy
2.43%
Industrials
18.03%
Information Technology
9.63%
Defensive
18.89%
Consumer Staples
4.71%
Health Care
10.93%
Utilities
3.25%
Not Classified
0.46%
Non Classified Equity
0.35%
Not Classified - Non Equity
0.11%
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