Asset Allocation

As of September 30, 2025.
Type % Net
Cash 8.48%
Stock 91.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of September 30, 2025
Large 75.39%
Mid 19.97%
Small 4.64%
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Region Exposure

% Developed Markets: 92.68%    % Emerging Markets: 7.19%    % Unidentified Markets: 0.13%

Americas 15.16%
15.16%
Canada 6.67%
United States 8.48%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.03%
United Kingdom 11.11%
37.83%
Austria 3.98%
Finland 5.60%
France 10.92%
Germany 4.08%
Greece 1.94%
Italy 2.27%
Netherlands 5.14%
Switzerland 3.89%
2.09%
0.00%
Greater Asia 33.68%
Japan 13.46%
2.47%
Australia 2.47%
12.65%
Hong Kong 4.92%
Singapore 4.91%
South Korea 2.82%
5.09%
Indonesia 2.52%
Thailand 2.57%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
44.41%
Materials
5.12%
Consumer Discretionary
4.63%
Financials
31.36%
Real Estate
3.30%
Sensitive
27.76%
Communication Services
6.01%
Energy
9.51%
Industrials
6.27%
Information Technology
5.97%
Defensive
27.83%
Consumer Staples
9.88%
Health Care
11.18%
Utilities
6.77%
Not Classified
0.00%
Non Classified Equity
0.00%
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