Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.54%
Stock 98.84%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
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Market Capitalization

As of October 31, 2025
Large 90.92%
Mid 8.42%
Small 0.66%
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Region Exposure

% Developed Markets: 94.14%    % Emerging Markets: 4.70%    % Unidentified Markets: 1.16%

Americas 9.45%
8.20%
Canada 8.20%
1.25%
Mexico 1.25%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.02%
United Kingdom 17.85%
38.17%
Denmark 0.28%
France 7.95%
Germany 10.27%
Ireland 7.02%
Spain 3.87%
Switzerland 8.77%
0.00%
0.00%
Greater Asia 33.38%
Japan 13.62%
1.69%
Australia 1.69%
14.61%
Hong Kong 4.15%
Singapore 1.93%
South Korea 3.86%
Taiwan 4.67%
3.45%
China 2.20%
Indonesia 1.25%
Unidentified Region 1.16%

Stock Sector Exposure

Cyclical
37.54%
Materials
8.15%
Consumer Discretionary
6.51%
Financials
22.88%
Real Estate
0.00%
Sensitive
41.01%
Communication Services
7.71%
Energy
5.47%
Industrials
12.43%
Information Technology
15.39%
Defensive
20.91%
Consumer Staples
6.59%
Health Care
9.62%
Utilities
4.70%
Not Classified
0.54%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.54%
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