Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.40%
Stock 95.66%
Bond 1.38%
Convertible 0.00%
Preferred 0.07%
Other 0.49%
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Market Capitalization

As of October 31, 2025
Large 79.15%
Mid 17.06%
Small 3.78%
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Region Exposure

% Developed Markets: 96.55%    % Emerging Markets: 0.92%    % Unidentified Markets: 2.53%

Americas 17.48%
17.48%
Canada 13.10%
United States 4.38%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.37%
United Kingdom 15.09%
42.82%
Austria 0.28%
Belgium 1.49%
Denmark 0.84%
Finland 1.27%
France 8.97%
Germany 7.77%
Ireland 2.89%
Italy 2.59%
Netherlands 4.33%
Norway 0.71%
Portugal 0.23%
Spain 3.33%
Sweden 3.12%
Switzerland 4.85%
0.00%
0.45%
Israel 0.45%
Greater Asia 21.62%
Japan 16.24%
1.65%
Australia 1.58%
2.81%
Hong Kong 0.52%
Singapore 0.91%
Taiwan 1.38%
0.92%
China 0.75%
India 0.11%
Indonesia 0.06%
Unidentified Region 2.53%

Stock Sector Exposure

Cyclical
42.27%
Materials
7.49%
Consumer Discretionary
6.41%
Financials
27.72%
Real Estate
0.65%
Sensitive
44.48%
Communication Services
3.90%
Energy
3.95%
Industrials
23.65%
Information Technology
12.98%
Defensive
9.39%
Consumer Staples
3.76%
Health Care
4.70%
Utilities
0.92%
Not Classified
3.86%
Non Classified Equity
0.14%
Not Classified - Non Equity
3.72%
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