Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.91%
Stock 95.80%
Bond 0.00%
Convertible 0.00%
Preferred 1.29%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 78.17%
Mid 19.61%
Small 2.22%
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Region Exposure

% Developed Markets: 89.13%    % Emerging Markets: 10.87%    % Unidentified Markets: 0.00%

Americas 8.72%
6.72%
Canada 6.72%
2.00%
Brazil 2.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.43%
United Kingdom 14.46%
46.55%
Denmark 4.56%
France 7.03%
Germany 7.74%
Ireland 6.79%
Netherlands 7.33%
Norway 1.67%
Spain 2.31%
Sweden 5.02%
Switzerland 4.11%
0.00%
4.42%
Israel 2.21%
South Africa 2.21%
Greater Asia 25.85%
Japan 8.88%
1.92%
Australia 1.92%
8.38%
Hong Kong 3.77%
Taiwan 4.62%
6.66%
China 3.83%
India 2.83%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
24.94%
Materials
0.00%
Consumer Discretionary
8.18%
Financials
16.76%
Real Estate
0.00%
Sensitive
53.70%
Communication Services
8.90%
Energy
0.00%
Industrials
22.34%
Information Technology
22.46%
Defensive
21.36%
Consumer Staples
7.37%
Health Care
13.99%
Utilities
0.00%
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