Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.67%
Stock 95.48%
Bond 0.11%
Convertible 0.00%
Preferred 2.73%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 13.98%
Mid 52.18%
Small 33.85%
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Region Exposure

% Developed Markets: 82.70%    % Emerging Markets: 17.16%    % Unidentified Markets: 0.14%

Americas 4.14%
1.44%
United States 1.44%
2.70%
Mexico 2.70%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.48%
United Kingdom 17.53%
28.28%
France 7.39%
Germany 8.51%
Italy 4.14%
Norway 1.76%
Spain 2.70%
Sweden 3.76%
Switzerland 0.01%
2.89%
Poland 2.89%
2.79%
Israel 2.79%
Greater Asia 44.24%
Japan 17.67%
6.03%
Australia 6.03%
8.97%
Taiwan 8.97%
11.57%
India 6.22%
Thailand 2.91%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
35.05%
Materials
4.39%
Consumer Discretionary
14.20%
Financials
16.27%
Real Estate
0.19%
Sensitive
57.77%
Communication Services
6.34%
Energy
4.83%
Industrials
30.91%
Information Technology
15.69%
Defensive
6.96%
Consumer Staples
5.93%
Health Care
0.86%
Utilities
0.17%
Not Classified
0.22%
Non Classified Equity
0.06%
Not Classified - Non Equity
0.17%
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