Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.29%
Stock 97.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.48%
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Market Capitalization

As of October 31, 2025
Large 71.68%
Mid 24.29%
Small 4.04%
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Region Exposure

% Developed Markets: 95.51%    % Emerging Markets: 1.99%    % Unidentified Markets: 2.50%

Americas 3.55%
3.55%
United States 3.55%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.03%
United Kingdom 25.08%
43.95%
Finland 1.76%
France 7.52%
Germany 7.38%
Greece 1.30%
Ireland 2.36%
Italy 2.54%
Netherlands 7.62%
Norway 1.36%
Spain 2.24%
Switzerland 7.34%
0.00%
0.00%
Greater Asia 24.92%
Japan 19.14%
0.00%
3.78%
Singapore 2.41%
South Korea 1.37%
1.99%
China 1.99%
Unidentified Region 2.50%

Stock Sector Exposure

Cyclical
43.03%
Materials
6.24%
Consumer Discretionary
9.56%
Financials
27.23%
Real Estate
0.00%
Sensitive
31.16%
Communication Services
6.82%
Energy
6.32%
Industrials
13.81%
Information Technology
4.22%
Defensive
23.37%
Consumer Staples
12.34%
Health Care
9.42%
Utilities
1.61%
Not Classified
2.44%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.44%
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