Asset Allocation

As of October 31, 2025.
Type % Net
Cash -2.85%
Stock 102.7%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of October 31, 2025
Large 88.85%
Mid 11.05%
Small 0.10%
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Region Exposure

% Developed Markets: 97.83%    % Emerging Markets: 1.99%    % Unidentified Markets: 0.18%

Americas 2.86%
2.86%
Canada -0.50%
United States 3.36%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 79.08%
United Kingdom 22.41%
56.68%
Denmark 2.33%
France 18.31%
Germany 5.73%
Ireland 2.44%
Netherlands 6.27%
Spain 3.60%
Sweden 1.43%
Switzerland 16.58%
0.00%
0.00%
Greater Asia 17.87%
Japan 4.73%
1.11%
Australia 1.11%
10.04%
Taiwan 10.04%
1.99%
India 1.99%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
33.22%
Materials
4.99%
Consumer Discretionary
13.79%
Financials
14.44%
Real Estate
0.00%
Sensitive
45.66%
Communication Services
0.00%
Energy
0.00%
Industrials
18.02%
Information Technology
27.65%
Defensive
21.12%
Consumer Staples
11.20%
Health Care
9.92%
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