Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.07%
Stock 94.27%
Bond 1.38%
Convertible 0.00%
Preferred 0.00%
Other 3.28%
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Market Capitalization

As of September 30, 2025
Large 6.98%
Mid 48.57%
Small 44.45%
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Region Exposure

% Developed Markets: 72.10%    % Emerging Markets: 23.60%    % Unidentified Markets: 4.30%

Americas 12.86%
3.45%
Canada 2.05%
United States 1.40%
9.41%
Brazil 4.38%
Mexico 5.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.91%
United Kingdom 18.81%
29.40%
France 5.51%
Germany 4.97%
Italy 6.98%
Norway 2.39%
Sweden 5.83%
Switzerland 1.67%
5.70%
0.00%
Greater Asia 28.93%
Japan 9.76%
3.13%
Australia 3.13%
7.55%
Singapore 4.11%
South Korea 2.85%
Taiwan 0.59%
8.49%
China 4.23%
Indonesia 2.43%
Malaysia 1.83%
Unidentified Region 4.30%

Stock Sector Exposure

Cyclical
25.32%
Materials
6.92%
Consumer Discretionary
2.12%
Financials
16.28%
Real Estate
0.00%
Sensitive
60.89%
Communication Services
24.03%
Energy
2.10%
Industrials
22.59%
Information Technology
12.17%
Defensive
11.30%
Consumer Staples
3.68%
Health Care
7.62%
Utilities
0.00%
Not Classified
2.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.49%
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