Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.51%
Stock 98.36%
Bond 0.82%
Convertible 0.00%
Preferred 0.26%
Other 1.07%
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Market Capitalization

As of October 31, 2025
Large 87.19%
Mid 11.76%
Small 1.05%
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Region Exposure

% Developed Markets: 98.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.18%

Americas -0.12%
-0.13%
United States -0.13%
0.01%
Mexico 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.17%
United Kingdom 15.12%
49.26%
Austria 0.08%
Belgium 0.25%
Denmark 0.86%
Finland 0.88%
France 11.95%
Germany 11.08%
Ireland 0.65%
Italy 2.65%
Netherlands 5.33%
Norway 0.72%
Portugal 0.23%
Spain 2.62%
Sweden 1.89%
Switzerland 10.07%
0.00%
0.80%
Israel 0.80%
Greater Asia 33.77%
Japan 23.38%
6.83%
Australia 6.63%
3.56%
Hong Kong 2.67%
Singapore 0.88%
0.00%
Unidentified Region 1.18%

Stock Sector Exposure

Cyclical
39.65%
Materials
3.04%
Consumer Discretionary
10.19%
Financials
25.55%
Real Estate
0.87%
Sensitive
41.52%
Communication Services
4.82%
Energy
3.31%
Industrials
20.79%
Information Technology
12.61%
Defensive
17.04%
Consumer Staples
4.68%
Health Care
10.03%
Utilities
2.32%
Not Classified
1.78%
Non Classified Equity
0.24%
Not Classified - Non Equity
1.54%
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