Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.09%
Stock 97.21%
Bond 1.28%
Convertible 0.00%
Preferred 0.00%
Other 0.41%
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Market Capitalization

As of October 31, 2025
Large 74.17%
Mid 20.96%
Small 4.86%
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Region Exposure

% Developed Markets: 83.66%    % Emerging Markets: 14.96%    % Unidentified Markets: 1.37%

Americas 18.48%
11.32%
Canada 7.69%
United States 3.63%
7.16%
Brazil 3.90%
Mexico 1.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.15%
United Kingdom 13.63%
38.52%
Austria 3.02%
Denmark 0.02%
France 4.76%
Germany 7.10%
Ireland 4.47%
Italy 5.31%
Netherlands 0.99%
Norway 0.02%
Sweden 0.01%
Switzerland 10.92%
0.00%
0.00%
Greater Asia 27.99%
Japan 5.88%
0.00%
14.31%
Hong Kong 4.52%
Singapore 1.54%
South Korea 2.29%
Taiwan 5.95%
7.81%
China 4.44%
India 3.37%
Unidentified Region 1.37%

Stock Sector Exposure

Cyclical
29.82%
Materials
1.60%
Consumer Discretionary
3.81%
Financials
24.41%
Real Estate
0.00%
Sensitive
43.04%
Communication Services
1.92%
Energy
3.89%
Industrials
14.08%
Information Technology
23.16%
Defensive
24.89%
Consumer Staples
4.86%
Health Care
17.26%
Utilities
2.76%
Not Classified
2.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.25%
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