Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.68%
Stock 98.27%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other 0.61%
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Market Capitalization

As of October 31, 2025
Large 84.89%
Mid 13.18%
Small 1.93%
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Region Exposure

% Developed Markets: 98.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.22%

Americas 0.50%
0.50%
United States 0.50%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.81%
United Kingdom 11.38%
54.79%
Austria 0.28%
Belgium 0.37%
Denmark 3.34%
Finland 1.32%
France 7.95%
Germany 4.74%
Ireland 1.00%
Italy 2.36%
Netherlands 8.28%
Norway 0.38%
Spain 2.83%
Sweden 3.02%
Switzerland 18.94%
0.00%
0.63%
Israel 0.63%
Greater Asia 31.47%
Japan 21.88%
7.44%
Australia 7.15%
2.15%
Hong Kong 1.90%
Singapore 0.25%
0.00%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
38.95%
Materials
4.78%
Consumer Discretionary
16.98%
Financials
17.19%
Real Estate
0.00%
Sensitive
37.03%
Communication Services
2.68%
Energy
0.35%
Industrials
15.99%
Information Technology
18.01%
Defensive
22.82%
Consumer Staples
7.55%
Health Care
14.67%
Utilities
0.59%
Not Classified
1.21%
Non Classified Equity
0.13%
Not Classified - Non Equity
1.07%
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