Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.21%
Stock 96.64%
Bond 0.84%
Convertible 0.00%
Preferred 0.59%
Other 0.72%
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Market Capitalization

As of October 31, 2025
Large 89.96%
Mid 9.20%
Small 0.85%
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Region Exposure

% Developed Markets: 96.14%    % Emerging Markets: 1.05%    % Unidentified Markets: 2.81%

Americas 6.54%
6.31%
Canada 4.34%
United States 1.98%
0.23%
Mexico 0.11%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.47%
United Kingdom 18.33%
46.14%
Belgium 1.79%
Denmark 1.94%
France 9.14%
Germany 12.27%
Ireland 2.70%
Italy 3.12%
Netherlands 5.00%
Portugal 0.10%
Spain 3.83%
Sweden 2.65%
Switzerland 3.24%
0.00%
0.00%
Greater Asia 26.19%
Japan 18.91%
0.50%
Australia 0.50%
6.10%
Hong Kong 0.91%
Singapore 1.12%
South Korea 1.87%
Taiwan 2.20%
0.67%
India 0.50%
Indonesia 0.17%
Unidentified Region 2.81%

Stock Sector Exposure

Cyclical
43.00%
Materials
8.38%
Consumer Discretionary
7.96%
Financials
26.67%
Real Estate
0.00%
Sensitive
44.32%
Communication Services
2.82%
Energy
3.21%
Industrials
24.37%
Information Technology
13.91%
Defensive
9.57%
Consumer Staples
2.41%
Health Care
7.15%
Utilities
0.00%
Not Classified
3.11%
Non Classified Equity
0.85%
Not Classified - Non Equity
2.26%
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