Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 100.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 73.63%
Mid 21.08%
Small 5.30%
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Region Exposure

% Developed Markets: 98.91%    % Emerging Markets: 1.09%    % Unidentified Markets: 0.00%

Americas 48.06%
47.95%
Canada 5.48%
United States 42.47%
0.11%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.79%
United Kingdom 14.91%
21.87%
Belgium 0.60%
Finland 0.45%
France 6.38%
Germany 2.50%
Italy 3.24%
Netherlands 1.02%
Norway 3.01%
Spain 1.69%
Sweden 0.44%
Switzerland 2.53%
0.00%
0.00%
Greater Asia 15.16%
Japan 8.15%
0.65%
Australia 0.65%
5.26%
Hong Kong 2.57%
Singapore 0.45%
South Korea 0.69%
Taiwan 1.54%
1.09%
India 1.09%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
40.44%
Materials
2.65%
Consumer Discretionary
7.48%
Financials
28.16%
Real Estate
2.15%
Sensitive
28.32%
Communication Services
3.29%
Energy
8.82%
Industrials
10.71%
Information Technology
5.51%
Defensive
31.24%
Consumer Staples
8.90%
Health Care
12.75%
Utilities
9.59%
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