Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.23%
Stock 98.46%
Bond 0.54%
Convertible 0.00%
Preferred 0.21%
Other -0.45%
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Market Capitalization

As of October 31, 2025
Large 87.13%
Mid 10.40%
Small 2.47%
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Region Exposure

% Developed Markets: 96.69%    % Emerging Markets: 2.74%    % Unidentified Markets: 0.57%

Americas 10.96%
10.96%
Canada 1.73%
United States 9.24%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.68%
United Kingdom 15.67%
52.01%
Austria 0.51%
Belgium 1.45%
Denmark 0.35%
Finland 1.23%
France 15.16%
Germany 5.40%
Ireland 5.48%
Italy 0.50%
Netherlands 9.75%
Spain 0.05%
Sweden 7.93%
Switzerland 4.21%
0.00%
0.00%
Greater Asia 20.80%
Japan 14.00%
0.00%
4.06%
Hong Kong 0.04%
Taiwan 4.02%
2.74%
China 1.91%
India 0.83%
Unidentified Region 0.57%

Stock Sector Exposure

Cyclical
30.78%
Materials
9.83%
Consumer Discretionary
8.73%
Financials
12.23%
Real Estate
0.00%
Sensitive
63.66%
Communication Services
4.59%
Energy
0.43%
Industrials
38.38%
Information Technology
20.25%
Defensive
3.90%
Consumer Staples
0.35%
Health Care
3.56%
Utilities
0.00%
Not Classified
1.65%
Non Classified Equity
0.21%
Not Classified - Non Equity
1.44%
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