Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.76%
Stock 96.31%
Bond 0.88%
Convertible 0.00%
Preferred 0.00%
Other 2.05%
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Market Capitalization

As of October 31, 2025
Large 67.81%
Mid 28.21%
Small 3.98%
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Region Exposure

% Developed Markets: 98.80%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.20%

Americas 2.51%
2.51%
Canada 1.63%
United States 0.88%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.24%
United Kingdom 17.16%
46.08%
Austria 1.46%
Belgium 2.03%
Denmark 3.27%
France 6.78%
Germany 4.85%
Greece 1.10%
Ireland 5.26%
Italy 3.32%
Netherlands 7.78%
Portugal 1.86%
Spain 5.39%
Switzerland 2.98%
0.00%
0.00%
Greater Asia 33.05%
Japan 24.17%
2.55%
Australia 2.55%
6.33%
Hong Kong 1.19%
South Korea 2.46%
Taiwan 2.68%
0.00%
Unidentified Region 1.20%

Stock Sector Exposure

Cyclical
35.88%
Materials
6.60%
Consumer Discretionary
9.70%
Financials
16.65%
Real Estate
2.93%
Sensitive
40.85%
Communication Services
7.16%
Energy
5.98%
Industrials
18.20%
Information Technology
9.50%
Defensive
21.69%
Consumer Staples
5.06%
Health Care
12.98%
Utilities
3.65%
Not Classified
1.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.58%
As of October 31, 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