Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.43%
Stock 93.01%
Bond 0.00%
Convertible 0.00%
Preferred 1.72%
Other 4.85%
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Market Capitalization

As of September 30, 2025
Large 72.67%
Mid 22.32%
Small 5.01%
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Region Exposure

% Developed Markets: 79.94%    % Emerging Markets: 15.61%    % Unidentified Markets: 4.45%

Americas 10.22%
3.30%
Canada 2.96%
United States 0.34%
6.92%
Brazil 3.07%
Mexico 1.67%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.55%
United Kingdom 10.33%
38.04%
Belgium 0.29%
Denmark 0.14%
Finland 1.46%
France 9.34%
Germany 6.42%
Ireland 3.48%
Italy 1.23%
Netherlands 4.63%
Norway 0.79%
Spain 2.40%
Sweden 2.53%
Switzerland 4.96%
0.00%
1.18%
Egypt 0.26%
Israel 0.46%
South Africa 0.46%
Greater Asia 35.78%
Japan 11.06%
1.32%
Australia 1.32%
14.15%
Hong Kong 4.97%
Singapore 1.78%
South Korea 5.46%
Taiwan 0.70%
9.25%
China 4.12%
India 2.18%
Indonesia 1.57%
Malaysia 0.36%
Philippines 0.38%
Unidentified Region 4.45%

Stock Sector Exposure

Cyclical
49.44%
Materials
7.33%
Consumer Discretionary
16.28%
Financials
25.20%
Real Estate
0.63%
Sensitive
29.66%
Communication Services
2.21%
Energy
2.87%
Industrials
13.60%
Information Technology
10.98%
Defensive
15.63%
Consumer Staples
6.71%
Health Care
8.62%
Utilities
0.30%
Not Classified
5.27%
Non Classified Equity
0.78%
Not Classified - Non Equity
4.49%
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