Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.24%
Stock 98.05%
Bond 0.71%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 87.33%
Mid 10.34%
Small 2.33%
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Region Exposure

% Developed Markets: 85.12%    % Emerging Markets: 13.76%    % Unidentified Markets: 1.13%

Americas 10.55%
8.15%
Canada 4.03%
United States 4.12%
2.40%
Brazil 1.07%
Mexico 0.80%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.99%
United Kingdom 13.53%
31.70%
Belgium 1.13%
Denmark 0.59%
France 9.91%
Germany 4.92%
Ireland 2.31%
Italy 2.31%
Netherlands 3.99%
Spain 0.95%
Sweden 3.51%
Switzerland 2.09%
0.00%
0.76%
Israel 0.76%
Greater Asia 42.34%
Japan 10.90%
2.20%
Australia 2.20%
17.88%
Hong Kong 3.75%
Singapore 2.70%
South Korea 2.96%
Taiwan 8.47%
11.36%
China 4.55%
India 4.54%
Indonesia 1.57%
Thailand 0.69%
Unidentified Region 1.13%

Stock Sector Exposure

Cyclical
37.10%
Materials
4.42%
Consumer Discretionary
9.24%
Financials
23.45%
Real Estate
0.00%
Sensitive
45.65%
Communication Services
2.55%
Energy
3.92%
Industrials
22.21%
Information Technology
16.97%
Defensive
15.35%
Consumer Staples
5.02%
Health Care
9.56%
Utilities
0.77%
Not Classified
1.89%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.89%
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