Asset Allocation

As of October 31, 2025.
Type % Net
Cash 7.16%
Stock 93.92%
Bond 0.00%
Convertible 0.00%
Preferred 2.43%
Other -3.50%
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Market Capitalization

As of October 31, 2025
Large 89.42%
Mid 9.65%
Small 0.93%
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Region Exposure

% Developed Markets: 95.18%    % Emerging Markets: 4.67%    % Unidentified Markets: 0.15%

Americas 12.61%
12.61%
Canada 7.33%
United States 5.28%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.38%
United Kingdom 10.16%
57.21%
Denmark 0.01%
France 13.20%
Germany 14.54%
Ireland 9.63%
Netherlands 7.52%
Spain 3.82%
Switzerland 8.50%
0.00%
0.00%
Greater Asia 19.87%
Japan 4.53%
2.50%
Australia 2.50%
8.16%
Hong Kong 2.98%
Taiwan 5.18%
4.67%
China 4.67%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
24.16%
Materials
0.00%
Consumer Discretionary
6.32%
Financials
17.84%
Real Estate
0.00%
Sensitive
42.48%
Communication Services
11.00%
Energy
0.00%
Industrials
6.91%
Information Technology
24.57%
Defensive
33.37%
Consumer Staples
10.26%
Health Care
23.11%
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