Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.23%
Stock 99.19%
Bond 0.12%
Convertible 0.00%
Preferred 0.02%
Other 0.45%
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Market Capitalization

As of October 31, 2025
Large 84.61%
Mid 13.65%
Small 1.75%
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Region Exposure

% Developed Markets: 99.44%    % Emerging Markets: 0.04%    % Unidentified Markets: 0.53%

Americas 10.69%
10.64%
Canada 9.83%
United States 0.80%
0.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.82%
United Kingdom 11.22%
40.86%
Austria 0.29%
Belgium 0.66%
Denmark 1.44%
Finland 0.98%
France 7.83%
Germany 7.11%
Ireland 0.98%
Italy 2.40%
Netherlands 4.68%
Norway 0.54%
Portugal 0.14%
Spain 2.55%
Sweden 2.72%
Switzerland 8.13%
0.00%
0.74%
Israel 0.74%
Greater Asia 35.96%
Japan 16.64%
5.26%
Australia 5.12%
14.02%
Hong Kong 1.39%
Singapore 1.24%
South Korea 4.67%
Taiwan 6.71%
0.04%
China 0.04%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
40.79%
Materials
6.28%
Consumer Discretionary
8.36%
Financials
24.79%
Real Estate
1.38%
Sensitive
40.61%
Communication Services
4.48%
Energy
0.59%
Industrials
16.78%
Information Technology
18.76%
Defensive
17.97%
Consumer Staples
6.23%
Health Care
8.71%
Utilities
3.03%
Not Classified
0.62%
Non Classified Equity
0.37%
Not Classified - Non Equity
0.25%
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