Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.93%
Stock 97.96%
Bond 0.23%
Convertible 0.00%
Preferred 0.14%
Other -0.25%
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Market Capitalization

As of October 31, 2025
Large 87.93%
Mid 9.59%
Small 2.48%
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Region Exposure

% Developed Markets: 97.18%    % Emerging Markets: 2.63%    % Unidentified Markets: 0.19%

Americas 11.75%
11.75%
Canada 2.31%
United States 9.45%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.41%
United Kingdom 15.61%
51.79%
Austria 0.50%
Belgium 1.42%
Denmark 0.37%
Finland 1.21%
France 14.90%
Germany 5.42%
Ireland 5.46%
Italy 0.49%
Netherlands 9.66%
Norway 0.00%
Spain 0.04%
Sweden 7.90%
Switzerland 4.42%
0.00%
0.00%
Greater Asia 20.65%
Japan 14.02%
0.05%
Australia 0.05%
3.96%
Singapore 0.03%
Taiwan 3.92%
2.63%
China 1.83%
India 0.81%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
30.54%
Materials
9.72%
Consumer Discretionary
8.62%
Financials
12.21%
Real Estate
0.00%
Sensitive
63.36%
Communication Services
4.49%
Energy
0.43%
Industrials
38.23%
Information Technology
20.22%
Defensive
3.86%
Consumer Staples
0.33%
Health Care
3.53%
Utilities
0.00%
Not Classified
2.24%
Non Classified Equity
0.14%
Not Classified - Non Equity
2.10%
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