Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.63%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 84.74%
Mid 12.17%
Small 3.09%
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Region Exposure

% Developed Markets: 81.54%    % Emerging Markets: 18.46%    % Unidentified Markets: 0.00%

Americas 15.43%
8.84%
Canada 2.31%
United States 6.53%
6.59%
Brazil 2.34%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.01%
United Kingdom 7.80%
39.28%
Austria 0.82%
Belgium 0.57%
Denmark 3.61%
France 4.10%
Germany 4.31%
Ireland 1.35%
Italy 3.05%
Netherlands 8.80%
Norway 0.41%
Spain 1.24%
Sweden 2.16%
Switzerland 4.94%
0.00%
0.93%
Israel 0.93%
Greater Asia 36.56%
Japan 10.74%
1.64%
Australia 1.64%
12.31%
Hong Kong 1.11%
Singapore 3.87%
Taiwan 7.32%
11.87%
China 9.16%
India 2.41%
Indonesia 0.30%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
39.61%
Materials
0.64%
Consumer Discretionary
22.93%
Financials
16.04%
Real Estate
0.00%
Sensitive
46.14%
Communication Services
7.96%
Energy
1.45%
Industrials
11.55%
Information Technology
25.17%
Defensive
14.25%
Consumer Staples
3.72%
Health Care
10.16%
Utilities
0.38%
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