Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.60%
Stock 95.71%
Bond 0.46%
Convertible 0.00%
Preferred 0.00%
Other 1.23%
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Market Capitalization

As of October 31, 2025
Large 88.20%
Mid 10.35%
Small 1.45%
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Region Exposure

% Developed Markets: 96.97%    % Emerging Markets: 0.37%    % Unidentified Markets: 2.65%

Americas 1.84%
0.99%
Canada 0.51%
United States 0.48%
0.85%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.66%
United Kingdom 21.16%
47.06%
Belgium 3.83%
Denmark 1.46%
Finland 1.11%
France 10.20%
Germany 6.32%
Ireland 1.74%
Italy 3.63%
Netherlands 3.61%
Portugal 2.07%
Spain 5.00%
Sweden 1.18%
Switzerland 5.96%
0.00%
1.45%
Israel 1.45%
Greater Asia 25.85%
Japan 22.11%
1.47%
Australia 1.47%
2.26%
Hong Kong 0.79%
Singapore 1.48%
0.00%
Unidentified Region 2.65%

Stock Sector Exposure

Cyclical
39.87%
Materials
5.26%
Consumer Discretionary
9.97%
Financials
23.52%
Real Estate
1.12%
Sensitive
35.34%
Communication Services
4.73%
Energy
2.93%
Industrials
18.98%
Information Technology
8.70%
Defensive
21.15%
Consumer Staples
7.30%
Health Care
10.67%
Utilities
3.18%
Not Classified
3.64%
Non Classified Equity
0.55%
Not Classified - Non Equity
3.09%
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