Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.44%
Stock 98.44%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 20.41%
Mid 38.78%
Small 40.81%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 78.59%    % Emerging Markets: 19.89%    % Unidentified Markets: 1.53%

Americas 12.35%
5.87%
Canada 4.71%
United States 1.16%
6.48%
Brazil 0.95%
Mexico 4.74%
Peru 0.40%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.35%
United Kingdom 11.62%
36.57%
Belgium 1.15%
Finland 0.87%
France 2.65%
Germany 5.93%
Greece 1.11%
Italy 6.37%
Norway 2.08%
Sweden 10.22%
Switzerland 5.33%
3.06%
Poland 1.41%
Turkey 0.55%
2.09%
Israel 1.40%
South Africa 0.69%
Greater Asia 32.77%
Japan 15.27%
4.58%
Australia 4.12%
4.70%
Singapore 0.36%
South Korea 1.53%
Taiwan 2.81%
8.22%
China 3.32%
India 4.09%
Indonesia 0.33%
Thailand 0.49%
Unidentified Region 1.53%

Stock Sector Exposure

Cyclical
35.01%
Materials
2.20%
Consumer Discretionary
11.58%
Financials
21.23%
Real Estate
0.00%
Sensitive
48.26%
Communication Services
7.76%
Energy
0.96%
Industrials
25.04%
Information Technology
14.49%
Defensive
15.08%
Consumer Staples
7.27%
Health Care
7.26%
Utilities
0.54%
Not Classified
1.66%
Non Classified Equity
1.66%
Not Classified - Non Equity
0.00%
As of September 30, 2025
View Region Exposure
Start Trial

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