Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.81%
Stock 95.11%
Bond 0.68%
Convertible 0.00%
Preferred 0.00%
Other 3.40%
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Market Capitalization

As of October 31, 2025
Large 76.63%
Mid 21.96%
Small 1.41%
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Region Exposure

% Developed Markets: 93.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.21%

Americas 2.58%
2.58%
United States 2.58%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.66%
United Kingdom 14.73%
43.93%
Belgium 3.46%
Denmark 1.90%
France 5.85%
Germany 7.76%
Ireland 8.26%
Netherlands 7.82%
Portugal 1.90%
Sweden 1.78%
Switzerland 5.20%
0.00%
0.00%
Greater Asia 32.70%
Japan 20.94%
0.00%
11.76%
Hong Kong 1.97%
Singapore 7.69%
Taiwan 2.10%
0.00%
Unidentified Region 4.21%

Stock Sector Exposure

Cyclical
27.97%
Materials
1.96%
Consumer Discretionary
4.44%
Financials
19.56%
Real Estate
2.01%
Sensitive
41.32%
Communication Services
7.03%
Energy
3.93%
Industrials
23.72%
Information Technology
6.65%
Defensive
29.20%
Consumer Staples
9.52%
Health Care
15.16%
Utilities
4.52%
Not Classified
1.51%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.51%
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