Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.24%
Stock 95.84%
Bond 0.26%
Convertible 0.00%
Preferred 0.98%
Other 0.67%
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Market Capitalization

As of October 31, 2025
Large 56.04%
Mid 22.71%
Small 21.25%
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Region Exposure

% Developed Markets: 90.67%    % Emerging Markets: 7.31%    % Unidentified Markets: 2.03%

Americas 3.48%
3.48%
Canada 2.73%
United States 0.75%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.45%
United Kingdom 19.23%
44.22%
Belgium 1.33%
Denmark 2.33%
France 11.69%
Germany 6.99%
Ireland 1.87%
Netherlands 9.88%
Spain 1.16%
Switzerland 8.97%
0.00%
0.00%
Greater Asia 31.04%
Japan 9.74%
3.23%
Australia 3.23%
10.75%
Hong Kong 5.91%
Singapore 2.17%
South Korea 2.67%
7.31%
China 6.47%
Kazakhstan 0.83%
Unidentified Region 2.03%

Stock Sector Exposure

Cyclical
46.73%
Materials
8.30%
Consumer Discretionary
27.08%
Financials
11.35%
Real Estate
0.00%
Sensitive
33.34%
Communication Services
0.00%
Energy
0.00%
Industrials
26.14%
Information Technology
7.20%
Defensive
16.58%
Consumer Staples
7.78%
Health Care
6.22%
Utilities
2.57%
Not Classified
3.35%
Non Classified Equity
0.84%
Not Classified - Non Equity
2.51%
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