Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.29%
Stock 97.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.79%
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Market Capitalization

As of September 30, 2025
Large 80.27%
Mid 15.84%
Small 3.89%
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Region Exposure

% Developed Markets: 81.60%    % Emerging Markets: 16.82%    % Unidentified Markets: 1.58%

Americas 8.87%
5.06%
Canada 4.04%
United States 1.02%
3.82%
Brazil 1.26%
Mexico 0.48%
Peru 0.29%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.90%
United Kingdom 11.89%
36.98%
Austria 0.88%
Belgium 0.77%
Denmark 1.14%
Finland 0.51%
France 6.13%
Germany 7.09%
Ireland 2.08%
Italy 5.14%
Netherlands 3.71%
Norway 0.48%
Spain 3.37%
Sweden 1.68%
Switzerland 3.24%
0.14%
Poland 0.14%
2.90%
South Africa 1.99%
United Arab Emirates 0.90%
Greater Asia 37.64%
Japan 9.06%
1.18%
Australia 1.18%
15.86%
Hong Kong 3.68%
Singapore 2.15%
South Korea 1.90%
Taiwan 8.12%
11.54%
China 4.85%
India 5.65%
Indonesia 0.68%
Thailand 0.36%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
42.38%
Materials
2.80%
Consumer Discretionary
13.07%
Financials
25.63%
Real Estate
0.88%
Sensitive
48.93%
Communication Services
8.23%
Energy
1.14%
Industrials
22.15%
Information Technology
17.40%
Defensive
8.69%
Consumer Staples
2.04%
Health Care
4.66%
Utilities
1.98%
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