Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 98.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.93%
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Market Capitalization

As of October 31, 2025
Large 92.59%
Mid 7.41%
Small 0.00%
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Region Exposure

% Developed Markets: 98.07%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.93%

Americas 4.52%
4.52%
Canada 4.52%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.92%
United Kingdom 8.17%
60.75%
Denmark 3.81%
Finland 2.32%
France 15.20%
Germany 8.25%
Ireland 2.53%
Italy 2.10%
Netherlands 11.41%
Spain 4.75%
Sweden 2.09%
Switzerland 8.29%
0.00%
0.00%
Greater Asia 24.64%
Japan 12.88%
2.65%
Australia 2.65%
9.11%
Hong Kong 4.44%
Taiwan 4.67%
0.00%
Unidentified Region 1.93%

Stock Sector Exposure

Cyclical
21.68%
Materials
4.15%
Consumer Discretionary
13.91%
Financials
3.62%
Real Estate
0.00%
Sensitive
52.37%
Communication Services
2.70%
Energy
2.08%
Industrials
18.89%
Information Technology
28.70%
Defensive
24.53%
Consumer Staples
5.06%
Health Care
17.66%
Utilities
1.81%
Not Classified
1.43%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.43%
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