Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.00%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 66.63%
Mid 18.28%
Small 15.08%
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Region Exposure

% Developed Markets: 94.52%    % Emerging Markets: 5.48%    % Unidentified Markets: 0.00%

Americas 65.84%
63.53%
Canada 2.55%
United States 60.98%
2.31%
Brazil 1.34%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.06%
United Kingdom 2.78%
16.89%
Denmark 0.42%
Finland 0.22%
France 2.92%
Germany 1.91%
Ireland 2.81%
Italy 0.37%
Netherlands 5.71%
Sweden 0.27%
Switzerland 1.36%
0.00%
0.39%
Israel 0.39%
Greater Asia 14.10%
Japan 3.05%
0.00%
Australia 0.00%
7.87%
Hong Kong 2.28%
Singapore 0.69%
South Korea 1.67%
Taiwan 3.23%
3.17%
China 2.48%
India 0.44%
Indonesia 0.25%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
40.51%
Materials
4.12%
Consumer Discretionary
20.03%
Financials
14.72%
Real Estate
1.65%
Sensitive
46.35%
Communication Services
7.69%
Energy
1.53%
Industrials
8.48%
Information Technology
28.65%
Defensive
12.83%
Consumer Staples
2.61%
Health Care
9.84%
Utilities
0.37%
Not Classified
0.31%
Non Classified Equity
0.31%
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