Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.74%
Stock 98.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of October 31, 2025
Large 80.49%
Mid 15.73%
Small 3.78%
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Region Exposure

% Developed Markets: 82.66%    % Emerging Markets: 16.30%    % Unidentified Markets: 1.04%

Americas 6.37%
2.67%
Canada 2.42%
United States 0.26%
3.69%
Brazil 1.26%
Mexico 0.45%
Peru 0.28%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.17%
United Kingdom 12.66%
34.44%
Austria 0.96%
Belgium 0.89%
Denmark 1.16%
Finland 0.57%
France 4.36%
Germany 5.34%
Ireland 1.11%
Italy 4.71%
Netherlands 5.67%
Norway 0.43%
Spain 3.27%
Sweden 1.67%
Switzerland 3.58%
0.00%
Poland 0.00%
3.07%
South Africa 2.03%
United Arab Emirates 1.04%
Greater Asia 42.42%
Japan 12.12%
0.74%
Australia 0.74%
18.36%
Hong Kong 3.65%
Singapore 1.54%
South Korea 4.26%
Taiwan 8.90%
11.21%
China 4.47%
India 5.57%
Indonesia 0.75%
Thailand 0.43%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
38.94%
Materials
2.65%
Consumer Discretionary
12.71%
Financials
22.67%
Real Estate
0.92%
Sensitive
49.59%
Communication Services
7.80%
Energy
0.67%
Industrials
19.51%
Information Technology
21.60%
Defensive
11.47%
Consumer Staples
1.96%
Health Care
7.40%
Utilities
2.10%
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