Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.95%
Stock 95.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of September 30, 2025
Large 72.53%
Mid 14.94%
Small 12.54%
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Region Exposure

% Developed Markets: 95.23%    % Emerging Markets: 0.71%    % Unidentified Markets: 4.06%

Americas 64.86%
64.86%
Canada 0.28%
United States 64.58%
0.00%
Brazil 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.73%
United Kingdom 8.72%
16.01%
Belgium 2.58%
Denmark 2.41%
Ireland 2.43%
Netherlands 3.56%
Switzerland 5.03%
0.00%
0.00%
Greater Asia 6.35%
Japan 5.64%
0.00%
0.00%
0.71%
China 0.71%
Unidentified Region 4.06%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
99.84%
Consumer Staples
0.00%
Health Care
99.84%
Utilities
0.00%
Not Classified
0.16%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.13%
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