Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.74%
Stock 98.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 91.26%
Mid 3.90%
Small 4.84%
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Region Exposure

% Developed Markets: 78.65%    % Emerging Markets: 21.46%    % Unidentified Markets: -0.10%

Americas 29.62%
19.70%
Canada 7.64%
United States 12.07%
9.92%
Brazil 2.24%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.40%
United Kingdom 9.49%
35.92%
Belgium 1.53%
Denmark 3.12%
France 6.61%
Germany 4.48%
Ireland 2.59%
Netherlands 8.09%
Switzerland 9.50%
0.00%
0.00%
Greater Asia 25.08%
Japan 2.79%
3.28%
Australia 3.28%
7.47%
Hong Kong 2.16%
Singapore 5.31%
11.54%
China 11.54%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
37.79%
Materials
0.00%
Consumer Discretionary
30.17%
Financials
7.62%
Real Estate
0.00%
Sensitive
34.65%
Communication Services
7.82%
Energy
0.00%
Industrials
5.16%
Information Technology
21.67%
Defensive
27.57%
Consumer Staples
11.06%
Health Care
16.51%
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