Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.94%
Stock 98.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
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Market Capitalization

As of September 30, 2025
Large 94.89%
Mid 5.11%
Small 0.00%
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Region Exposure

% Developed Markets: 84.08%    % Emerging Markets: 14.53%    % Unidentified Markets: 1.40%

Americas 11.88%
7.40%
Canada 5.51%
United States 1.89%
4.48%
Brazil 1.64%
Peru 1.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.24%
United Kingdom 9.93%
34.41%
Belgium 1.44%
France 5.39%
Germany 5.16%
Ireland 1.43%
Italy 7.16%
Netherlands 2.38%
Spain 4.02%
Switzerland 6.16%
0.00%
0.90%
United Arab Emirates 0.90%
Greater Asia 41.49%
Japan 7.80%
1.37%
Australia 1.37%
22.26%
Hong Kong 3.69%
Singapore 4.03%
South Korea 5.06%
Taiwan 9.48%
10.05%
China 6.54%
India 3.51%
Unidentified Region 1.40%

Stock Sector Exposure

Cyclical
42.48%
Materials
4.03%
Consumer Discretionary
14.83%
Financials
22.71%
Real Estate
0.91%
Sensitive
45.58%
Communication Services
6.92%
Energy
0.00%
Industrials
17.25%
Information Technology
21.41%
Defensive
11.94%
Consumer Staples
2.29%
Health Care
5.73%
Utilities
3.91%
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