Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.68%
Stock 98.31%
Bond 0.00%
Convertible 0.00%
Preferred 0.32%
Other 0.69%
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Market Capitalization

As of October 31, 2025
Large 82.30%
Mid 14.32%
Small 3.39%
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Region Exposure

% Developed Markets: 93.30%    % Emerging Markets: 5.36%    % Unidentified Markets: 1.34%

Americas 5.38%
4.47%
Canada 3.46%
United States 1.01%
0.91%
Brazil 0.16%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.90%
United Kingdom 14.94%
46.32%
Austria 0.17%
Belgium 0.97%
Denmark 2.09%
Finland 1.14%
France 11.50%
Germany 7.06%
Greece 0.10%
Ireland 2.32%
Italy 4.10%
Netherlands 7.05%
Norway 0.10%
Portugal 0.18%
Spain 2.19%
Sweden 1.67%
Switzerland 5.16%
0.00%
Poland 0.00%
0.64%
Israel 0.39%
South Africa 0.25%
Greater Asia 31.38%
Japan 16.81%
0.88%
Australia 0.85%
9.44%
Hong Kong 3.73%
Singapore 1.64%
South Korea 2.32%
Taiwan 1.63%
4.25%
China 3.68%
India 0.45%
Kazakhstan 0.12%
Unidentified Region 1.34%

Stock Sector Exposure

Cyclical
37.67%
Materials
5.26%
Consumer Discretionary
10.83%
Financials
20.76%
Real Estate
0.82%
Sensitive
44.35%
Communication Services
6.83%
Energy
2.14%
Industrials
16.40%
Information Technology
18.98%
Defensive
17.15%
Consumer Staples
5.47%
Health Care
9.73%
Utilities
1.94%
Not Classified
0.84%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.68%
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