Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.57%
Stock 90.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.44%
Other 7.18%
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Market Capitalization

As of September 30, 2025
Large 69.04%
Mid 12.30%
Small 18.65%
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Region Exposure

% Developed Markets: 77.96%    % Emerging Markets: 14.80%    % Unidentified Markets: 7.23%

Americas 46.99%
37.43%
Canada 17.05%
United States 20.38%
9.56%
Brazil 6.31%
Mexico 3.25%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.28%
United Kingdom 23.34%
6.08%
France 4.43%
Switzerland 1.30%
0.00%
2.86%
South Africa 2.86%
Greater Asia 13.50%
Japan 1.28%
2.63%
Australia 2.63%
7.20%
Hong Kong 1.01%
Singapore 0.93%
South Korea 3.29%
Taiwan 1.98%
2.38%
China 2.05%
India 0.01%
Indonesia 0.32%
Unidentified Region 7.23%

Stock Sector Exposure

Cyclical
46.92%
Materials
29.73%
Consumer Discretionary
4.66%
Financials
10.84%
Real Estate
1.68%
Sensitive
25.91%
Communication Services
3.37%
Energy
3.98%
Industrials
5.98%
Information Technology
12.58%
Defensive
18.95%
Consumer Staples
8.20%
Health Care
8.76%
Utilities
1.99%
Not Classified
8.22%
Non Classified Equity
0.93%
Not Classified - Non Equity
7.29%
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