Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.32%
Stock 96.28%
Bond 1.84%
Convertible 0.00%
Preferred 0.00%
Other -2.44%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 83.98%
Mid 10.76%
Small 5.25%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.11%    % Emerging Markets: 0.44%    % Unidentified Markets: 1.45%

Americas 7.26%
7.26%
Canada 2.82%
United States 4.44%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.47%
United Kingdom 10.99%
48.48%
Austria 0.60%
Belgium 2.82%
Denmark 0.62%
Finland 0.48%
France 11.97%
Germany 8.88%
Ireland 1.63%
Italy 4.42%
Netherlands 7.29%
Portugal 0.49%
Spain 2.93%
Sweden 2.40%
Switzerland 3.95%
0.00%
0.00%
Greater Asia 31.81%
Japan 21.92%
3.33%
Australia 3.00%
6.13%
Hong Kong 1.60%
South Korea 1.12%
Taiwan 3.40%
0.44%
India 0.44%
Unidentified Region 1.45%

Stock Sector Exposure

Cyclical
41.96%
Materials
4.81%
Consumer Discretionary
8.69%
Financials
27.66%
Real Estate
0.79%
Sensitive
37.91%
Communication Services
3.73%
Energy
1.67%
Industrials
18.97%
Information Technology
13.54%
Defensive
15.29%
Consumer Staples
4.59%
Health Care
7.28%
Utilities
3.41%
Not Classified
4.85%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.85%
As of October 31, 2025
View Region Exposure
Start Trial

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