Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.33%
Stock 96.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of October 31, 2025
Large 83.60%
Mid 16.40%
Small 0.00%
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Region Exposure

% Developed Markets: 89.80%    % Emerging Markets: 6.35%    % Unidentified Markets: 3.85%

Americas 15.70%
9.35%
Canada 9.45%
United States -0.10%
6.35%
Mexico 2.84%
Peru 3.51%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.48%
United Kingdom 15.01%
38.46%
Austria 3.91%
France 11.96%
Germany 7.27%
Ireland 4.55%
Netherlands 2.69%
Sweden 2.17%
Switzerland 5.92%
0.00%
0.00%
Greater Asia 26.97%
Japan 19.29%
0.00%
7.68%
Hong Kong 1.57%
Singapore 3.69%
South Korea 2.42%
0.00%
Unidentified Region 3.85%

Stock Sector Exposure

Cyclical
41.68%
Materials
3.61%
Consumer Discretionary
14.97%
Financials
23.10%
Real Estate
0.00%
Sensitive
35.82%
Communication Services
0.00%
Energy
6.87%
Industrials
20.70%
Information Technology
8.25%
Defensive
22.50%
Consumer Staples
11.11%
Health Care
11.39%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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