Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.18%
Stock 94.63%
Bond 1.47%
Convertible 0.00%
Preferred 0.19%
Other -0.47%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 93.79%    % Emerging Markets: 5.52%    % Unidentified Markets: 0.68%

Americas 51.84%
50.52%
Canada 2.33%
United States 48.19%
1.32%
Brazil 0.82%
Chile 0.11%
Mexico 0.18%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.10%
United Kingdom 8.02%
17.65%
Austria 0.44%
Belgium 0.51%
Denmark 0.26%
Finland 0.75%
France 4.51%
Germany 1.96%
Ireland 1.49%
Italy 1.41%
Netherlands 1.98%
Norway 0.48%
Portugal 0.02%
Spain 0.66%
Sweden 0.70%
Switzerland 2.45%
0.05%
Poland 0.03%
Turkey 0.03%
0.38%
Israel 0.19%
South Africa 0.17%
United Arab Emirates 0.02%
Greater Asia 21.37%
Japan 13.01%
0.01%
Australia 0.01%
4.37%
Hong Kong 2.24%
Singapore 0.45%
South Korea 0.65%
Taiwan 1.03%
3.98%
China 3.18%
India 0.60%
Indonesia 0.08%
Philippines 0.03%
Thailand 0.10%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
36.47%
Materials
4.09%
Consumer Discretionary
10.38%
Financials
20.29%
Real Estate
1.71%
Sensitive
41.80%
Communication Services
8.02%
Energy
3.21%
Industrials
13.77%
Information Technology
16.81%
Defensive
18.70%
Consumer Staples
7.01%
Health Care
8.50%
Utilities
3.19%
Not Classified
3.02%
Non Classified Equity
0.14%
Not Classified - Non Equity
2.88%
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