Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.10%
Stock 96.70%
Bond 1.92%
Convertible 0.00%
Preferred 0.06%
Other 0.22%
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Market Capitalization

As of October 31, 2025
Large 78.25%
Mid 20.51%
Small 1.23%
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Region Exposure

% Developed Markets: 86.76%    % Emerging Markets: 11.91%    % Unidentified Markets: 1.33%

Americas 7.92%
7.85%
Canada 5.95%
United States 1.90%
0.07%
Brazil 0.04%
Chile 0.01%
Colombia 0.00%
Mexico 0.02%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.43%
United Kingdom 10.03%
31.26%
Austria 0.00%
Belgium 0.02%
Denmark 0.04%
Finland 0.02%
France 8.44%
Germany 5.42%
Greece 0.01%
Ireland 0.03%
Italy 7.08%
Netherlands 0.13%
Norway 0.01%
Portugal 0.00%
Spain 5.86%
Sweden 0.06%
Switzerland 2.16%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.00%
0.12%
Egypt 0.00%
Israel 0.02%
Qatar 0.01%
Saudi Arabia 0.03%
South Africa 0.03%
United Arab Emirates 0.02%
Greater Asia 49.32%
Japan 18.62%
0.14%
Australia 0.13%
18.81%
Hong Kong 2.22%
Singapore 2.91%
South Korea 6.89%
Taiwan 6.79%
11.75%
China 6.61%
India 1.62%
Indonesia 0.01%
Malaysia 1.78%
Philippines 0.00%
Thailand 1.73%
Unidentified Region 1.33%

Stock Sector Exposure

Cyclical
44.25%
Materials
3.75%
Consumer Discretionary
11.60%
Financials
28.83%
Real Estate
0.07%
Sensitive
37.94%
Communication Services
2.45%
Energy
4.65%
Industrials
18.62%
Information Technology
12.23%
Defensive
14.73%
Consumer Staples
8.30%
Health Care
4.48%
Utilities
1.95%
Not Classified
3.07%
Non Classified Equity
0.02%
Not Classified - Non Equity
3.05%
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