Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.50%
Stock 89.37%
Bond 0.00%
Convertible 0.00%
Preferred 7.13%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 75.32%
Mid 20.61%
Small 4.07%
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Region Exposure

% Developed Markets: 85.45%    % Emerging Markets: 14.22%    % Unidentified Markets: 0.33%

Americas 17.72%
3.50%
Canada 3.50%
14.22%
Brazil 6.53%
Mexico 7.69%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.40%
United Kingdom 12.29%
43.11%
Austria 1.04%
France 18.58%
Germany 5.65%
Italy 3.22%
Netherlands 6.04%
Spain 1.76%
Switzerland 6.82%
0.00%
0.00%
Greater Asia 26.56%
Japan 13.42%
0.00%
13.13%
Hong Kong 5.21%
Singapore 2.11%
South Korea 4.35%
Taiwan 1.46%
0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
27.35%
Materials
2.80%
Consumer Discretionary
15.07%
Financials
7.87%
Real Estate
1.61%
Sensitive
32.24%
Communication Services
5.64%
Energy
6.55%
Industrials
9.03%
Information Technology
11.02%
Defensive
40.07%
Consumer Staples
21.34%
Health Care
16.11%
Utilities
2.62%
Not Classified
0.34%
Non Classified Equity
0.34%
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