Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.85%
Stock 95.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.56%
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Market Capitalization

As of October 31, 2025
Large 71.51%
Mid 15.41%
Small 13.09%
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Region Exposure

% Developed Markets: 97.04%    % Emerging Markets: 2.40%    % Unidentified Markets: 0.56%

Americas 3.85%
3.85%
Canada 3.24%
United States 0.60%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.45%
United Kingdom 21.64%
41.80%
Denmark 3.17%
Finland 10.06%
France 3.00%
Germany 5.11%
Ireland 2.80%
Italy 2.22%
Norway 1.62%
Spain 5.60%
Switzerland 5.17%
0.00%
0.00%
Greater Asia 32.15%
Japan 13.89%
0.00%
15.86%
Hong Kong 3.93%
Singapore 4.29%
South Korea 5.61%
Taiwan 2.04%
2.40%
India 2.40%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
43.99%
Materials
10.43%
Consumer Discretionary
7.57%
Financials
25.99%
Real Estate
0.00%
Sensitive
47.73%
Communication Services
0.00%
Energy
4.68%
Industrials
20.31%
Information Technology
22.74%
Defensive
8.28%
Consumer Staples
2.16%
Health Care
6.12%
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