Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.94%
Stock 97.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 71.70%
Mid 16.69%
Small 11.61%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.35%    % Emerging Markets: 3.61%    % Unidentified Markets: 0.04%

Americas 4.39%
2.93%
Canada 2.93%
1.46%
Brazil 0.01%
Mexico 1.45%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.31%
United Kingdom 22.17%
43.14%
Denmark 4.22%
Finland 9.44%
France 4.89%
Germany 5.43%
Ireland 2.67%
Italy 1.43%
Norway 1.89%
Spain 5.36%
Switzerland 4.83%
0.00%
0.00%
Greater Asia 30.26%
Japan 13.27%
0.00%
14.85%
Hong Kong 3.76%
Singapore 4.05%
South Korea 5.21%
Taiwan 1.83%
2.15%
India 2.15%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
42.52%
Materials
10.61%
Consumer Discretionary
6.04%
Financials
25.87%
Real Estate
0.00%
Sensitive
49.45%
Communication Services
0.00%
Energy
4.83%
Industrials
22.85%
Information Technology
21.78%
Defensive
8.02%
Consumer Staples
2.19%
Health Care
5.83%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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