Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.59%
Stock 98.40%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 85.13%
Mid 13.22%
Small 1.65%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 76.04%    % Emerging Markets: 22.38%    % Unidentified Markets: 1.58%

Americas 15.89%
7.05%
Canada 4.18%
United States 2.87%
8.84%
Brazil 3.77%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.67%
United Kingdom 9.58%
31.09%
Denmark 1.19%
Finland 1.85%
Germany 9.83%
Ireland 3.68%
Netherlands 8.95%
Norway 0.99%
Spain 2.10%
Switzerland 1.05%
0.00%
0.00%
Greater Asia 41.85%
Japan 9.81%
0.00%
16.85%
Hong Kong 1.45%
Singapore 4.24%
South Korea 5.12%
Taiwan 6.04%
15.19%
China 9.05%
India 6.14%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
40.23%
Materials
1.22%
Consumer Discretionary
15.19%
Financials
22.35%
Real Estate
1.47%
Sensitive
43.95%
Communication Services
7.87%
Energy
0.47%
Industrials
19.31%
Information Technology
16.30%
Defensive
15.78%
Consumer Staples
5.28%
Health Care
10.50%
Utilities
0.00%
Not Classified
0.04%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.04%
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