Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.04%
Stock 95.33%
Bond 1.63%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 9.32%
Mid 29.07%
Small 61.61%
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Region Exposure

% Developed Markets: 79.34%    % Emerging Markets: 18.10%    % Unidentified Markets: 2.56%

Americas 7.46%
3.32%
Canada 1.21%
United States 2.11%
4.14%
Brazil 1.70%
Mexico 1.82%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.06%
United Kingdom 12.38%
32.07%
Austria 3.43%
Denmark 1.53%
Finland 2.19%
France 6.34%
Germany 7.93%
Italy 1.07%
Netherlands 1.89%
Sweden 7.69%
0.61%
Poland 0.61%
0.00%
Greater Asia 44.92%
Japan 17.82%
3.28%
Australia 3.28%
10.47%
Singapore 0.66%
South Korea 4.54%
Taiwan 5.26%
13.35%
China 4.69%
India 5.41%
Indonesia 2.16%
Malaysia 1.09%
Unidentified Region 2.56%

Stock Sector Exposure

Cyclical
36.09%
Materials
6.87%
Consumer Discretionary
10.33%
Financials
15.43%
Real Estate
3.46%
Sensitive
47.81%
Communication Services
9.40%
Energy
2.62%
Industrials
21.51%
Information Technology
14.28%
Defensive
11.78%
Consumer Staples
2.85%
Health Care
7.79%
Utilities
1.14%
Not Classified
4.32%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.32%
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