Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 91.42%
Bond 0.00%
Convertible 0.00%
Preferred 3.71%
Other 4.87%
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Market Capitalization

As of October 31, 2025
Large 64.23%
Mid 30.40%
Small 5.37%
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Region Exposure

% Developed Markets: 93.55%    % Emerging Markets: 3.78%    % Unidentified Markets: 2.67%

Americas 2.17%
0.00%
2.17%
Brazil 2.17%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 73.96%
United Kingdom 31.13%
42.84%
Austria 2.19%
France 12.83%
Germany 10.45%
Ireland 1.51%
Italy 1.51%
Netherlands 6.06%
Spain 1.62%
Switzerland 4.95%
0.00%
0.00%
Greater Asia 21.20%
Japan 13.55%
0.00%
6.03%
South Korea 3.72%
Taiwan 2.31%
1.61%
China 1.61%
Unidentified Region 2.67%

Stock Sector Exposure

Cyclical
50.78%
Materials
10.52%
Consumer Discretionary
16.62%
Financials
21.51%
Real Estate
2.14%
Sensitive
23.89%
Communication Services
10.54%
Energy
5.58%
Industrials
3.26%
Information Technology
4.51%
Defensive
25.32%
Consumer Staples
14.16%
Health Care
11.16%
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