Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.30%
Stock 75.55%
Bond 2.33%
Convertible 0.00%
Preferred 19.54%
Other 0.28%
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Market Capitalization

As of September 30, 2025
Large 25.73%
Mid 19.02%
Small 55.25%
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Region Exposure

% Developed Markets: 95.79%    % Emerging Markets: 1.76%    % Unidentified Markets: 2.44%

Americas 22.30%
22.06%
Canada 8.86%
United States 13.20%
0.24%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.89%
United Kingdom 0.43%
13.46%
France 12.57%
Germany 0.89%
0.00%
0.00%
Greater Asia 61.36%
Japan 21.96%
0.00%
37.64%
South Korea 37.64%
1.76%
Malaysia 1.76%
Unidentified Region 2.44%

Stock Sector Exposure

Cyclical
23.12%
Materials
6.43%
Consumer Discretionary
16.27%
Financials
0.43%
Real Estate
0.00%
Sensitive
62.46%
Communication Services
11.69%
Energy
13.01%
Industrials
22.28%
Information Technology
15.48%
Defensive
9.93%
Consumer Staples
7.16%
Health Care
2.77%
Utilities
0.00%
Not Classified
4.48%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.48%
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