Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.11%
Stock 99.06%
Bond 0.83%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 81.16%
Mid 11.00%
Small 7.83%
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Region Exposure

% Developed Markets: 94.51%    % Emerging Markets: 5.52%    % Unidentified Markets: -0.03%

Americas 53.74%
53.74%
Canada 0.97%
United States 52.77%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.26%
United Kingdom 8.78%
29.48%
Denmark 8.48%
France 15.61%
Ireland 2.70%
Switzerland 2.68%
0.00%
0.00%
Greater Asia 8.03%
Japan 2.51%
0.00%
0.00%
5.52%
China 5.52%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
36.89%
Materials
4.49%
Consumer Discretionary
14.64%
Financials
17.76%
Real Estate
0.00%
Sensitive
22.90%
Communication Services
0.00%
Energy
0.00%
Industrials
5.33%
Information Technology
17.57%
Defensive
40.21%
Consumer Staples
17.11%
Health Care
23.11%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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