Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.94%
Stock 94.95%
Bond 1.98%
Convertible 0.00%
Preferred 0.99%
Other 0.14%
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Market Capitalization

As of October 31, 2025
Large 56.07%
Mid 22.57%
Small 21.36%
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Region Exposure

% Developed Markets: 89.12%    % Emerging Markets: 8.41%    % Unidentified Markets: 2.47%

Americas 3.89%
3.89%
Canada 3.89%
United States 0.00%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.98%
United Kingdom 16.91%
43.06%
Belgium 1.33%
Denmark 2.27%
France 11.50%
Germany 6.76%
Ireland 1.72%
Netherlands 10.26%
Spain 1.16%
Switzerland 8.06%
0.00%
0.00%
Greater Asia 33.67%
Japan 8.82%
3.17%
Australia 3.17%
13.27%
Hong Kong 8.13%
Singapore 2.47%
South Korea 2.67%
8.41%
China 7.58%
Kazakhstan 0.83%
Unidentified Region 2.47%

Stock Sector Exposure

Cyclical
46.71%
Materials
7.35%
Consumer Discretionary
28.42%
Financials
10.93%
Real Estate
0.00%
Sensitive
32.84%
Communication Services
0.00%
Energy
0.00%
Industrials
26.10%
Information Technology
6.75%
Defensive
15.70%
Consumer Staples
7.46%
Health Care
5.71%
Utilities
2.53%
Not Classified
4.75%
Non Classified Equity
0.83%
Not Classified - Non Equity
3.92%
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