Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.22%
Stock 97.72%
Bond 1.15%
Convertible 0.00%
Preferred 0.19%
Other -2.28%
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Market Capitalization

As of October 31, 2025
Large 91.06%
Mid 8.09%
Small 0.85%
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Region Exposure

% Developed Markets: 97.07%    % Emerging Markets: 1.98%    % Unidentified Markets: 0.95%

Americas 2.27%
2.27%
United States 2.27%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.24%
United Kingdom 24.10%
45.67%
Belgium 1.96%
Denmark 0.59%
Finland 1.94%
France 9.06%
Germany 13.98%
Ireland 2.73%
Italy 3.43%
Spain 3.82%
Sweden 1.73%
Switzerland 6.44%
0.00%
0.46%
Israel 0.26%
South Africa 0.21%
Greater Asia 26.54%
Japan 21.57%
1.33%
Australia 1.33%
1.86%
Hong Kong 0.04%
Singapore 1.82%
1.78%
China 0.73%
India 0.54%
Indonesia 0.50%
Unidentified Region 0.95%

Stock Sector Exposure

Cyclical
55.20%
Materials
11.43%
Consumer Discretionary
4.94%
Financials
38.32%
Real Estate
0.51%
Sensitive
29.82%
Communication Services
3.50%
Energy
6.58%
Industrials
16.63%
Information Technology
3.10%
Defensive
11.30%
Consumer Staples
4.20%
Health Care
6.02%
Utilities
1.08%
Not Classified
3.68%
Non Classified Equity
0.65%
Not Classified - Non Equity
3.03%
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