Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.59%
Stock 95.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.54%
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Market Capitalization

As of October 31, 2025
Large 68.64%
Mid 18.54%
Small 12.82%
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Region Exposure

% Developed Markets: 95.46%    % Emerging Markets: 4.00%    % Unidentified Markets: 0.54%

Americas 5.35%
3.59%
Canada 3.58%
United States 0.00%
1.76%
Mexico 1.76%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.64%
United Kingdom 22.24%
41.40%
Denmark 3.57%
Finland 9.75%
France 3.30%
Germany 6.94%
Ireland 0.23%
Italy 2.18%
Norway 1.99%
Spain 5.28%
Switzerland 4.83%
0.00%
0.00%
Greater Asia 30.47%
Japan 13.70%
0.00%
14.54%
Hong Kong 3.78%
Singapore 4.05%
South Korea 4.89%
Taiwan 1.82%
2.23%
India 2.23%
Unidentified Region 0.54%

Stock Sector Exposure

Cyclical
44.37%
Materials
10.44%
Consumer Discretionary
7.01%
Financials
26.91%
Real Estate
0.00%
Sensitive
49.92%
Communication Services
2.09%
Energy
5.19%
Industrials
21.35%
Information Technology
21.29%
Defensive
5.71%
Consumer Staples
2.42%
Health Care
3.29%
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