Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.40%
Stock 99.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.44%
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Market Capitalization

As of October 31, 2025
Large 58.43%
Mid 31.34%
Small 10.23%
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Region Exposure

% Developed Markets: 93.97%    % Emerging Markets: 5.20%    % Unidentified Markets: 0.83%

Americas 7.59%
6.41%
Canada 3.83%
United States 2.58%
1.18%
Brazil 1.17%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.69%
United Kingdom 14.21%
37.45%
Austria 0.00%
Belgium 0.41%
Denmark 0.01%
Finland 1.03%
France 7.38%
Germany 4.22%
Greece 2.30%
Ireland 3.35%
Italy 3.79%
Netherlands 6.61%
Norway 2.13%
Portugal 0.00%
Spain 4.09%
Sweden 0.03%
Switzerland 2.08%
0.73%
Poland 0.73%
4.30%
Israel 2.01%
South Africa 0.54%
United Arab Emirates 1.75%
Greater Asia 34.90%
Japan 23.05%
3.38%
Australia 3.37%
6.47%
Hong Kong 4.29%
Singapore 1.74%
South Korea 0.45%
1.99%
China 1.53%
Kazakhstan 0.47%
Unidentified Region 0.83%

Stock Sector Exposure

Cyclical
48.85%
Materials
6.33%
Consumer Discretionary
8.31%
Financials
31.30%
Real Estate
2.92%
Sensitive
26.52%
Communication Services
2.53%
Energy
11.19%
Industrials
7.81%
Information Technology
5.00%
Defensive
22.24%
Consumer Staples
9.65%
Health Care
8.22%
Utilities
4.37%
Not Classified
2.39%
Non Classified Equity
2.00%
Not Classified - Non Equity
0.39%
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