Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.34%
Stock 98.38%
Bond 0.23%
Convertible 0.00%
Preferred 0.29%
Other 0.76%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 85.03%
Mid 14.19%
Small 0.78%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.94%    % Emerging Markets: 0.08%    % Unidentified Markets: 0.97%

Americas 0.45%
0.39%
United States 0.39%
0.07%
Mexico 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.62%
United Kingdom 14.20%
50.36%
Austria 0.23%
Belgium 0.80%
Denmark 1.81%
Finland 1.12%
France 9.76%
Germany 9.39%
Ireland 0.86%
Italy 3.02%
Netherlands 6.06%
Norway 0.56%
Portugal 0.19%
Spain 3.42%
Sweden 3.09%
Switzerland 9.39%
0.00%
1.05%
Israel 1.05%
Greater Asia 32.96%
Japan 22.52%
6.71%
Australia 6.45%
3.69%
Hong Kong 1.96%
Singapore 1.70%
0.03%
China 0.03%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
40.87%
Materials
5.57%
Consumer Discretionary
9.90%
Financials
23.89%
Real Estate
1.52%
Sensitive
36.43%
Communication Services
4.93%
Energy
3.24%
Industrials
19.27%
Information Technology
8.98%
Defensive
21.86%
Consumer Staples
7.44%
Health Care
10.86%
Utilities
3.56%
Not Classified
0.84%
Non Classified Equity
0.31%
Not Classified - Non Equity
0.52%
As of October 31, 2025
View Region Exposure
Start Trial

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