Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.57%
Stock 98.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.25%
Other 0.69%
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Market Capitalization

As of October 31, 2025
Large 0.78%
Mid 24.92%
Small 74.30%
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Region Exposure

% Developed Markets: 99.45%    % Emerging Markets: 0.19%    % Unidentified Markets: 0.36%

Americas 13.17%
13.15%
Canada 12.72%
United States 0.43%
0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.03%
United Kingdom 12.81%
41.89%
Austria 1.51%
Belgium 1.38%
Denmark 2.36%
Finland 2.90%
France 4.93%
Germany 6.15%
Greece 0.03%
Ireland 0.33%
Italy 4.67%
Netherlands 2.10%
Norway 0.87%
Portugal 0.35%
Spain 2.75%
Sweden 2.70%
Switzerland 8.35%
0.00%
1.33%
Israel 1.33%
Greater Asia 30.44%
Japan 21.09%
6.85%
Australia 6.52%
2.32%
Hong Kong 1.23%
Singapore 1.02%
Taiwan 0.06%
0.18%
China 0.12%
Malaysia 0.03%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
32.64%
Materials
8.68%
Consumer Discretionary
13.90%
Financials
8.64%
Real Estate
1.42%
Sensitive
50.13%
Communication Services
4.54%
Energy
4.34%
Industrials
27.67%
Information Technology
13.58%
Defensive
13.87%
Consumer Staples
5.84%
Health Care
6.66%
Utilities
1.38%
Not Classified
3.35%
Non Classified Equity
0.02%
Not Classified - Non Equity
3.33%
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