Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.60%
Stock 98.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
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Market Capitalization

As of October 31, 2025
Large 0.04%
Mid 8.49%
Small 91.47%
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Region Exposure

% Developed Markets: 99.53%    % Emerging Markets: 0.10%    % Unidentified Markets: 0.37%

Americas 11.87%
10.26%
Canada 8.23%
United States 2.04%
1.61%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.13%
United Kingdom 11.51%
29.55%
Austria 1.28%
Belgium 0.62%
Denmark 0.69%
Finland 0.44%
France 4.08%
Germany 3.51%
Ireland 1.19%
Italy 6.50%
Netherlands 0.50%
Norway 2.18%
Spain 2.57%
Sweden 3.08%
Switzerland 2.71%
0.10%
Poland 0.10%
0.96%
Israel 0.96%
Greater Asia 45.63%
Japan 36.97%
7.10%
Australia 7.10%
1.57%
Hong Kong 1.08%
Singapore 0.48%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
43.48%
Materials
6.51%
Consumer Discretionary
10.72%
Financials
24.01%
Real Estate
2.25%
Sensitive
43.55%
Communication Services
1.93%
Energy
6.09%
Industrials
22.49%
Information Technology
13.04%
Defensive
12.97%
Consumer Staples
4.15%
Health Care
6.77%
Utilities
2.05%
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