Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.69%
Stock 99.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of October 31, 2025
Large 26.88%
Mid 35.89%
Small 37.23%
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Region Exposure

% Developed Markets: 90.69%    % Emerging Markets: 9.23%    % Unidentified Markets: 0.07%

Americas 5.78%
0.65%
Canada 0.64%
United States 0.01%
5.14%
Mexico 5.14%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 71.25%
United Kingdom 14.80%
52.37%
Austria 3.80%
Finland 1.01%
France 14.93%
Germany 7.31%
Ireland 4.97%
Netherlands 3.67%
Portugal 4.13%
Spain 4.56%
Sweden 4.96%
Switzerland 0.74%
0.00%
4.08%
Israel 4.08%
Greater Asia 22.89%
Japan 8.78%
0.00%
10.02%
Hong Kong 6.21%
Singapore 3.81%
4.10%
China 0.03%
India 4.06%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
36.36%
Materials
8.47%
Consumer Discretionary
20.81%
Financials
7.08%
Real Estate
0.00%
Sensitive
32.16%
Communication Services
4.08%
Energy
4.16%
Industrials
9.41%
Information Technology
14.51%
Defensive
31.48%
Consumer Staples
13.48%
Health Care
14.52%
Utilities
3.48%
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