Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.77%
Stock 99.09%
Bond 0.67%
Convertible 0.00%
Preferred 0.29%
Other -0.82%
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Market Capitalization

As of October 31, 2025
Large 84.50%
Mid 14.41%
Small 1.10%
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Region Exposure

% Developed Markets: 99.63%    % Emerging Markets: 0.61%    % Unidentified Markets: -0.24%

Americas 12.51%
12.44%
Canada 11.34%
United States 1.10%
0.06%
Mexico 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.75%
United Kingdom 12.52%
41.53%
Austria 0.34%
Belgium 0.77%
Denmark 1.53%
Finland 1.02%
France 7.66%
Germany 7.83%
Ireland 0.84%
Italy 2.55%
Netherlands 4.99%
Norway 0.64%
Portugal 0.17%
Spain 2.71%
Sweden 2.97%
Switzerland 7.35%
0.44%
Poland 0.44%
1.26%
Israel 1.26%
Greater Asia 31.98%
Japan 22.03%
6.50%
Australia 6.24%
3.36%
Hong Kong 1.83%
Singapore 1.50%
0.09%
China 0.09%
Unidentified Region -0.24%

Stock Sector Exposure

Cyclical
42.18%
Materials
6.46%
Consumer Discretionary
9.24%
Financials
24.82%
Real Estate
1.65%
Sensitive
36.71%
Communication Services
4.38%
Energy
4.66%
Industrials
18.15%
Information Technology
9.52%
Defensive
19.42%
Consumer Staples
6.88%
Health Care
9.22%
Utilities
3.31%
Not Classified
1.69%
Non Classified Equity
0.32%
Not Classified - Non Equity
1.38%
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