Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.16%
Stock 96.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.34%
Other 2.57%
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Market Capitalization

As of September 30, 2025
Large 65.49%
Mid 18.38%
Small 16.12%
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Region Exposure

% Developed Markets: 91.25%    % Emerging Markets: 6.18%    % Unidentified Markets: 2.57%

Americas 62.43%
61.02%
Canada 3.98%
United States 57.04%
1.41%
Brazil 1.00%
Mexico 0.41%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.54%
United Kingdom 5.78%
11.25%
Belgium 0.08%
Denmark 0.13%
Finland 0.37%
France 3.57%
Germany 1.28%
Ireland 0.48%
Italy 0.49%
Netherlands 0.58%
Norway 0.34%
Spain 0.66%
Sweden 0.40%
Switzerland 2.86%
0.00%
0.51%
Israel 0.51%
Greater Asia 17.46%
Japan 2.22%
3.14%
Australia 3.14%
7.33%
Hong Kong 0.97%
Singapore 0.40%
South Korea 1.81%
Taiwan 4.15%
4.77%
China 0.97%
India 3.68%
Indonesia 0.12%
Unidentified Region 2.57%

Stock Sector Exposure

Cyclical
26.95%
Materials
1.85%
Consumer Discretionary
10.37%
Financials
12.62%
Real Estate
2.12%
Sensitive
42.40%
Communication Services
8.40%
Energy
3.21%
Industrials
9.56%
Information Technology
21.23%
Defensive
28.08%
Consumer Staples
9.34%
Health Care
11.88%
Utilities
6.86%
Not Classified
2.57%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.57%
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