Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.58%
Stock 95.63%
Bond 1.77%
Convertible 0.00%
Preferred 1.85%
Other -0.83%
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Market Capitalization

As of September 30, 2025
Large 96.12%
Mid 2.74%
Small 1.14%
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Region Exposure

% Developed Markets: 92.60%    % Emerging Markets: 6.69%    % Unidentified Markets: 0.71%

Americas 17.21%
17.21%
Canada 5.26%
United States 11.95%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.01%
United Kingdom 8.56%
51.45%
France 11.56%
Germany 12.99%
Ireland 8.82%
Netherlands 7.00%
Spain 3.56%
Switzerland 7.51%
0.00%
0.00%
Greater Asia 22.07%
Japan 4.35%
2.62%
Australia 2.62%
8.40%
Hong Kong 2.45%
Taiwan 5.96%
6.69%
China 6.69%
Unidentified Region 0.71%

Stock Sector Exposure

Cyclical
22.24%
Materials
0.00%
Consumer Discretionary
5.83%
Financials
16.41%
Real Estate
0.00%
Sensitive
43.84%
Communication Services
12.24%
Energy
0.00%
Industrials
6.16%
Information Technology
25.44%
Defensive
30.68%
Consumer Staples
11.82%
Health Care
18.86%
Utilities
0.00%
Not Classified
3.24%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.24%
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