Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.27%
Stock 96.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 85.63%
Mid 13.51%
Small 0.86%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 3.18%
3.18%
Canada 3.15%
United States 0.03%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.89%
United Kingdom 14.65%
49.24%
Austria 1.57%
Belgium 0.43%
Denmark 1.71%
France 11.34%
Germany 8.48%
Ireland 0.15%
Italy 6.15%
Netherlands 5.84%
Norway 0.20%
Spain 2.81%
Sweden 2.32%
Switzerland 7.72%
0.00%
0.00%
Greater Asia 32.89%
Japan 23.39%
3.95%
Australia 3.01%
5.55%
Hong Kong 3.38%
Singapore 2.17%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
38.12%
Materials
4.97%
Consumer Discretionary
9.55%
Financials
22.84%
Real Estate
0.76%
Sensitive
41.26%
Communication Services
5.75%
Energy
3.10%
Industrials
22.18%
Information Technology
10.23%
Defensive
20.61%
Consumer Staples
6.64%
Health Care
10.99%
Utilities
2.98%
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