Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.35%
Stock 96.33%
Bond 0.00%
Convertible 0.00%
Preferred 1.01%
Other 0.30%
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Market Capitalization

As of September 30, 2025
Large 12.68%
Mid 42.69%
Small 44.63%
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Region Exposure

% Developed Markets: 90.74%    % Emerging Markets: 8.66%    % Unidentified Markets: 0.59%

Americas 11.12%
6.01%
Canada 3.59%
United States 2.43%
5.11%
Brazil 4.10%
Mexico 0.74%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.30%
United Kingdom 14.71%
29.88%
Austria 1.64%
Belgium 1.10%
Denmark 2.38%
Finland 1.34%
France 3.83%
Germany 3.24%
Greece 0.48%
Ireland 1.60%
Italy 2.27%
Netherlands 2.70%
Norway 0.62%
Portugal 0.00%
Spain 0.77%
Sweden 3.85%
Switzerland 3.84%
0.32%
Poland 0.32%
4.39%
Israel 3.81%
South Africa 0.58%
Greater Asia 38.98%
Japan 26.11%
4.97%
Australia 4.97%
4.97%
Hong Kong 1.73%
Singapore 0.34%
South Korea 0.88%
Taiwan 2.02%
2.92%
China 1.39%
India 0.15%
Indonesia 1.38%
Unidentified Region 0.59%

Stock Sector Exposure

Cyclical
39.20%
Materials
9.82%
Consumer Discretionary
11.27%
Financials
12.49%
Real Estate
5.62%
Sensitive
44.48%
Communication Services
4.62%
Energy
2.10%
Industrials
23.55%
Information Technology
14.21%
Defensive
16.17%
Consumer Staples
5.76%
Health Care
8.16%
Utilities
2.25%
Not Classified
0.16%
Non Classified Equity
0.16%
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