Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.22%
Stock 97.95%
Bond 0.43%
Convertible 0.00%
Preferred 0.50%
Other 0.89%
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Market Capitalization

As of October 31, 2025
Large 0.65%
Mid 23.40%
Small 75.94%
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Region Exposure

% Developed Markets: 99.05%    % Emerging Markets: 0.29%    % Unidentified Markets: 0.66%

Americas 10.94%
10.30%
Canada 9.61%
United States 0.69%
0.64%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.60%
United Kingdom 10.39%
28.02%
Austria 1.33%
Belgium 1.30%
Denmark 1.77%
Finland 0.96%
France 2.58%
Germany 3.62%
Ireland 0.33%
Italy 2.74%
Netherlands 0.87%
Norway 1.44%
Portugal 0.26%
Spain 1.71%
Sweden 4.60%
Switzerland 3.93%
0.00%
4.19%
Israel 4.18%
United Arab Emirates 0.01%
Greater Asia 45.80%
Japan 32.22%
10.13%
Australia 9.82%
3.16%
Hong Kong 1.20%
Singapore 1.97%
0.29%
China 0.25%
Indonesia 0.04%
Malaysia 0.00%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
52.32%
Materials
21.56%
Consumer Discretionary
12.96%
Financials
16.68%
Real Estate
1.12%
Sensitive
39.99%
Communication Services
2.34%
Energy
10.70%
Industrials
22.46%
Information Technology
4.49%
Defensive
6.68%
Consumer Staples
3.96%
Health Care
1.05%
Utilities
1.67%
Not Classified
1.01%
Non Classified Equity
0.37%
Not Classified - Non Equity
0.64%
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