Asset Allocation

As of October 31, 2025.
Type % Net
Cash 23.57%
Stock 78.48%
Bond 1.50%
Convertible 0.00%
Preferred 0.00%
Other -3.55%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 95.21%    % Emerging Markets: 3.92%    % Unidentified Markets: 0.88%

Americas 41.61%
39.13%
Canada 8.94%
United States 30.19%
2.48%
Brazil 1.55%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.79%
United Kingdom 23.85%
23.84%
Denmark 1.68%
France 9.56%
Germany 5.35%
Ireland 1.19%
Netherlands 3.49%
Sweden -0.54%
Switzerland 3.10%
0.00%
2.10%
Israel 2.10%
Greater Asia 7.72%
Japan 1.78%
0.26%
Australia 0.26%
3.32%
Hong Kong 1.08%
Singapore 0.02%
South Korea 2.22%
2.36%
China 2.36%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
-7.99%
Materials
0.00%
Consumer Discretionary
3.52%
Financials
-12.20%
Real Estate
0.69%
Sensitive
9.50%
Communication Services
11.32%
Energy
0.00%
Industrials
9.68%
Information Technology
-11.50%
Defensive
83.12%
Consumer Staples
54.58%
Health Care
28.27%
Utilities
0.27%
Not Classified
15.38%
Non Classified Equity
0.11%
Not Classified - Non Equity
15.27%
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