Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.22%
Stock 96.39%
Bond 0.00%
Convertible 0.00%
Preferred 0.78%
Other 0.61%
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Market Capitalization

As of October 31, 2025
Large 72.26%
Mid 18.99%
Small 8.75%
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Region Exposure

% Developed Markets: 79.04%    % Emerging Markets: 20.34%    % Unidentified Markets: 0.62%

Americas 10.85%
3.38%
Canada 3.01%
United States 0.37%
7.47%
Brazil 2.34%
Chile 0.39%
Mexico 3.05%
Peru 0.27%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.52%
United Kingdom 11.74%
37.83%
Austria 1.42%
Belgium 1.07%
Denmark 0.10%
Finland 0.76%
France 9.22%
Germany 8.04%
Greece 0.15%
Ireland 3.13%
Italy 2.58%
Netherlands 3.81%
Norway 0.25%
Portugal 0.88%
Spain 2.10%
Sweden 1.68%
Switzerland 1.80%
0.21%
2.73%
Egypt 0.26%
Israel 1.24%
Saudi Arabia 0.08%
South Africa 1.05%
United Arab Emirates 0.11%
Greater Asia 36.01%
Japan 8.92%
0.36%
Australia 0.36%
14.34%
Hong Kong 3.71%
Singapore 0.99%
South Korea 4.30%
Taiwan 5.17%
12.40%
China 5.79%
India 4.96%
Indonesia 0.85%
Philippines 0.06%
Thailand 0.21%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
41.12%
Materials
5.86%
Consumer Discretionary
12.63%
Financials
22.04%
Real Estate
0.59%
Sensitive
39.89%
Communication Services
5.59%
Energy
3.65%
Industrials
16.05%
Information Technology
14.61%
Defensive
18.71%
Consumer Staples
7.15%
Health Care
9.08%
Utilities
2.49%
Not Classified
0.28%
Non Classified Equity
0.28%
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