Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.76%
Stock 96.92%
Bond 1.05%
Convertible 0.00%
Preferred 0.00%
Other 0.27%
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Market Capitalization

As of October 31, 2025
Large 70.94%
Mid 27.22%
Small 1.84%
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Region Exposure

% Developed Markets: 96.38%    % Emerging Markets: 1.72%    % Unidentified Markets: 1.90%

Americas 6.11%
6.11%
Canada 4.93%
United States 1.19%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.26%
United Kingdom 8.77%
41.49%
Belgium 2.59%
France 4.46%
Germany 13.65%
Ireland 1.74%
Italy 3.32%
Netherlands 1.34%
Portugal 0.41%
Spain 6.44%
Sweden 5.47%
Switzerland 2.08%
0.00%
0.00%
Greater Asia 41.73%
Japan 31.08%
2.60%
Australia 2.60%
7.01%
South Korea 7.01%
1.03%
Indonesia 1.03%
Unidentified Region 1.90%

Stock Sector Exposure

Cyclical
37.83%
Materials
8.62%
Consumer Discretionary
7.69%
Financials
21.52%
Real Estate
0.00%
Sensitive
46.29%
Communication Services
1.47%
Energy
0.71%
Industrials
29.23%
Information Technology
14.88%
Defensive
13.06%
Consumer Staples
2.59%
Health Care
10.47%
Utilities
0.00%
Not Classified
2.82%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.82%
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