Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.71%
Stock 95.41%
Bond 1.72%
Convertible 0.00%
Preferred 0.20%
Other 0.96%
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Market Capitalization

As of October 31, 2025
Large 82.56%
Mid 14.74%
Small 2.70%
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Region Exposure

% Developed Markets: 96.08%    % Emerging Markets: 2.06%    % Unidentified Markets: 1.86%

Americas 6.14%
5.52%
Canada 1.81%
United States 3.71%
0.62%
Brazil 0.13%
Chile 0.00%
Mexico 0.06%
Peru 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.68%
United Kingdom 15.09%
45.11%
Austria 0.31%
Belgium 1.20%
Denmark 1.03%
Finland 0.76%
France 11.33%
Germany 8.46%
Greece 0.06%
Ireland 1.94%
Italy 2.74%
Netherlands 5.48%
Norway 0.36%
Portugal 0.21%
Spain 2.64%
Sweden 1.94%
Switzerland 6.06%
0.04%
Poland 0.00%
Turkey 0.00%
0.44%
Israel 0.37%
South Africa 0.05%
United Arab Emirates 0.02%
Greater Asia 31.32%
Japan 21.59%
2.95%
Australia 2.92%
5.22%
Hong Kong 1.76%
Singapore 1.30%
South Korea 1.12%
Taiwan 0.96%
1.57%
China 0.95%
India 0.50%
Indonesia 0.09%
Philippines 0.00%
Thailand 0.02%
Unidentified Region 1.86%

Stock Sector Exposure

Cyclical
40.38%
Materials
6.28%
Consumer Discretionary
9.81%
Financials
23.10%
Real Estate
1.19%
Sensitive
38.48%
Communication Services
4.96%
Energy
2.79%
Industrials
19.09%
Information Technology
11.65%
Defensive
18.15%
Consumer Staples
6.48%
Health Care
9.05%
Utilities
2.62%
Not Classified
2.99%
Non Classified Equity
0.28%
Not Classified - Non Equity
2.70%
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