Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.33%
Stock 96.57%
Bond 0.91%
Convertible 0.00%
Preferred 0.51%
Other 0.67%
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Market Capitalization

As of October 31, 2025
Large 89.99%
Mid 9.17%
Small 0.84%
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Region Exposure

% Developed Markets: 96.18%    % Emerging Markets: 1.05%    % Unidentified Markets: 2.77%

Americas 6.60%
6.37%
Canada 4.32%
United States 2.05%
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 64.44%
United Kingdom 18.32%
46.12%
Belgium 1.79%
Denmark 1.94%
France 9.13%
Germany 12.26%
Ireland 2.71%
Italy 3.12%
Netherlands 5.01%
Portugal 0.10%
Spain 3.84%
Sweden 2.64%
Switzerland 3.25%
0.00%
0.00%
Greater Asia 26.19%
Japan 18.90%
0.50%
Australia 0.50%
6.11%
Hong Kong 0.92%
Singapore 1.12%
South Korea 1.87%
Taiwan 2.20%
0.67%
India 0.50%
Indonesia 0.17%
Unidentified Region 2.77%

Stock Sector Exposure

Cyclical
42.96%
Materials
8.37%
Consumer Discretionary
7.94%
Financials
26.65%
Real Estate
0.00%
Sensitive
44.30%
Communication Services
2.82%
Energy
3.20%
Industrials
24.36%
Information Technology
13.92%
Defensive
9.54%
Consumer Staples
2.41%
Health Care
7.13%
Utilities
0.00%
Not Classified
3.20%
Non Classified Equity
0.75%
Not Classified - Non Equity
2.45%
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