Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.41%
Stock 94.96%
Bond 0.01%
Convertible 0.00%
Preferred 0.25%
Other 0.36%
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Market Capitalization

As of October 31, 2025
Large 92.07%
Mid 7.28%
Small 0.65%
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Region Exposure

% Developed Markets: 90.88%    % Emerging Markets: 8.75%    % Unidentified Markets: 0.37%

Americas 13.28%
12.79%
Canada 8.38%
United States 4.41%
0.49%
Brazil 0.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.12%
United Kingdom 12.23%
28.29%
Denmark 0.98%
France 6.18%
Germany 6.89%
Ireland 0.36%
Italy 2.97%
Netherlands 3.32%
Spain 3.15%
Switzerland 4.42%
0.14%
Turkey 0.14%
1.47%
Israel 1.47%
Greater Asia 44.22%
Japan 16.78%
2.53%
Australia 2.53%
16.79%
Hong Kong 1.52%
Singapore 1.81%
South Korea 5.15%
Taiwan 8.31%
8.12%
China 5.46%
India 2.66%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
39.89%
Materials
5.23%
Consumer Discretionary
9.40%
Financials
24.84%
Real Estate
0.42%
Sensitive
40.58%
Communication Services
5.07%
Energy
2.07%
Industrials
13.79%
Information Technology
19.65%
Defensive
18.76%
Consumer Staples
6.28%
Health Care
8.42%
Utilities
4.06%
Not Classified
0.76%
Non Classified Equity
0.74%
Not Classified - Non Equity
0.03%
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