Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.81%
Stock 96.47%
Bond 1.72%
Convertible 0.00%
Preferred 0.99%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 64.70%
Mid 21.21%
Small 14.09%
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Region Exposure

% Developed Markets: 90.97%    % Emerging Markets: 8.47%    % Unidentified Markets: 0.56%

Americas 14.57%
11.79%
Canada 8.74%
United States 3.05%
2.79%
Brazil 0.99%
Mexico 1.79%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.74%
United Kingdom 26.88%
27.86%
Austria 1.88%
France 4.88%
Germany 3.38%
Ireland 3.81%
Netherlands 4.39%
Switzerland 8.18%
0.00%
0.00%
Greater Asia 30.12%
Japan 9.33%
1.44%
Australia 1.44%
13.67%
Hong Kong 2.66%
Singapore 1.34%
South Korea 4.42%
Taiwan 5.25%
5.68%
China 1.56%
India 4.12%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
32.30%
Materials
3.96%
Consumer Discretionary
7.98%
Financials
20.37%
Real Estate
0.00%
Sensitive
40.18%
Communication Services
2.90%
Energy
6.25%
Industrials
21.36%
Information Technology
9.67%
Defensive
24.98%
Consumer Staples
14.08%
Health Care
9.08%
Utilities
1.82%
Not Classified
2.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.53%
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