Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.27%
Stock 97.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of October 31, 2025
Large 82.02%
Mid 14.19%
Small 3.78%
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Region Exposure

% Developed Markets: 99.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.22%

Americas 4.49%
4.49%
Canada 3.82%
United States 0.67%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.84%
United Kingdom 21.37%
47.47%
Denmark 1.31%
Finland 0.48%
France 14.83%
Germany 7.16%
Ireland 3.12%
Italy 1.68%
Netherlands 6.43%
Spain 4.65%
Switzerland 7.81%
0.00%
0.00%
Greater Asia 26.45%
Japan 22.85%
0.52%
Australia 0.52%
3.08%
Hong Kong 0.62%
Singapore 1.83%
Taiwan 0.62%
0.00%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
42.38%
Materials
4.57%
Consumer Discretionary
11.07%
Financials
26.22%
Real Estate
0.52%
Sensitive
39.98%
Communication Services
6.90%
Energy
3.95%
Industrials
17.70%
Information Technology
11.43%
Defensive
17.64%
Consumer Staples
6.01%
Health Care
7.95%
Utilities
3.68%
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