Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.20%
Stock 97.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.32%
Other 0.68%
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Market Capitalization

As of October 31, 2025
Large 49.55%
Mid 25.83%
Small 24.62%
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Region Exposure

% Developed Markets: 99.35%    % Emerging Markets: 0.15%    % Unidentified Markets: 0.50%

Americas 13.56%
13.37%
Canada 11.74%
United States 1.62%
0.19%
Mexico 0.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.00%
United Kingdom 11.17%
42.51%
Austria 0.62%
Belgium 1.09%
Denmark 2.13%
Finland 1.69%
France 6.93%
Germany 7.61%
Greece 0.01%
Ireland 0.77%
Italy 3.33%
Netherlands 3.83%
Norway 0.60%
Portugal 0.35%
Spain 2.99%
Sweden 2.76%
Switzerland 7.36%
0.00%
1.32%
Israel 1.31%
South Africa 0.01%
United Arab Emirates 0.00%
Greater Asia 30.95%
Japan 22.03%
6.17%
Australia 5.88%
2.66%
Hong Kong 1.46%
Singapore 1.16%
Taiwan 0.02%
0.09%
China 0.07%
Malaysia 0.01%
Thailand 0.00%
Unidentified Region 0.50%

Stock Sector Exposure

Cyclical
43.17%
Materials
10.09%
Consumer Discretionary
10.74%
Financials
20.73%
Real Estate
1.62%
Sensitive
36.86%
Communication Services
4.50%
Energy
6.36%
Industrials
18.79%
Information Technology
7.21%
Defensive
16.10%
Consumer Staples
5.92%
Health Care
6.80%
Utilities
3.38%
Not Classified
3.87%
Non Classified Equity
0.36%
Not Classified - Non Equity
3.52%
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