Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.71%
Stock 98.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.31%
Other 0.82%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 9.95%
Mid 39.61%
Small 50.44%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 82.11%    % Emerging Markets: 17.76%    % Unidentified Markets: 0.13%

Americas 12.75%
10.32%
Canada 9.18%
United States 1.14%
2.43%
Brazil 0.89%
Chile 0.10%
Colombia 0.07%
Mexico 0.77%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.27%
United Kingdom 7.72%
29.58%
Austria 0.78%
Belgium 1.05%
Denmark 1.88%
Finland 1.59%
France 3.30%
Germany 3.36%
Greece 0.10%
Ireland 1.56%
Italy 3.77%
Netherlands 2.11%
Norway 0.31%
Portugal 0.44%
Spain 2.31%
Sweden 1.88%
Switzerland 4.78%
0.55%
Poland 0.34%
Turkey 0.17%
3.42%
Israel 1.10%
Qatar 0.18%
Saudi Arabia 0.80%
South Africa 0.76%
United Arab Emirates 0.40%
Greater Asia 45.85%
Japan 15.35%
4.54%
Australia 4.37%
12.14%
Hong Kong 2.71%
Singapore 0.85%
South Korea 3.31%
Taiwan 5.27%
13.82%
China 6.63%
India 5.87%
Indonesia 0.44%
Malaysia 0.44%
Philippines 0.09%
Thailand 0.30%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
51.57%
Materials
17.07%
Consumer Discretionary
11.14%
Financials
20.39%
Real Estate
2.96%
Sensitive
32.94%
Communication Services
2.49%
Energy
5.47%
Industrials
18.40%
Information Technology
6.57%
Defensive
12.80%
Consumer Staples
5.43%
Health Care
4.57%
Utilities
2.80%
Not Classified
2.69%
Non Classified Equity
0.33%
Not Classified - Non Equity
2.36%
As of October 31, 2025
View Region Exposure
Start Trial

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