Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.29%
Stock 96.91%
Bond 2.80%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 27.10%
Mid 37.19%
Small 35.71%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 30.94%
30.94%
Canada 3.09%
United States 27.85%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.35%
United Kingdom 13.43%
48.93%
Denmark 4.18%
Finland 5.28%
France 3.87%
Germany 3.77%
Ireland 4.09%
Netherlands 7.13%
Norway 12.87%
Switzerland 7.75%
0.00%
0.00%
Greater Asia 6.71%
Japan 0.00%
4.01%
Australia 4.01%
2.71%
Singapore 2.71%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
26.66%
Materials
10.70%
Consumer Discretionary
6.67%
Financials
9.30%
Real Estate
0.00%
Sensitive
41.10%
Communication Services
16.57%
Energy
8.80%
Industrials
10.24%
Information Technology
5.48%
Defensive
32.24%
Consumer Staples
10.43%
Health Care
21.81%
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