Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.28%
Stock 98.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.40%
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Market Capitalization

As of October 31, 2025
Large 78.44%
Mid 15.48%
Small 6.08%
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Region Exposure

% Developed Markets: 66.02%    % Emerging Markets: 32.30%    % Unidentified Markets: 1.68%

Americas 11.50%
8.20%
Canada 6.06%
United States 2.14%
3.30%
Brazil 1.61%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.93%
United Kingdom 5.23%
22.08%
Denmark 6.37%
Germany 3.65%
Netherlands 7.35%
Switzerland 4.71%
0.00%
3.62%
South Africa 3.62%
Greater Asia 55.89%
Japan 9.57%
0.00%
19.25%
Hong Kong 4.83%
Singapore 7.27%
South Korea 7.15%
27.07%
China 27.07%
Unidentified Region 1.68%

Stock Sector Exposure

Cyclical
67.25%
Materials
4.27%
Consumer Discretionary
33.41%
Financials
26.82%
Real Estate
2.75%
Sensitive
32.75%
Communication Services
1.99%
Energy
3.53%
Industrials
13.65%
Information Technology
13.57%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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