Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.53%
Stock 99.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.48%
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Market Capitalization

As of October 31, 2025
Large 64.49%
Mid 29.57%
Small 5.94%
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Region Exposure

% Developed Markets: 99.33%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.67%

Americas 0.24%
0.24%
Canada 0.24%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 99.09%
United Kingdom 36.81%
62.28%
Denmark 5.28%
Finland 3.85%
France 10.42%
Germany 13.07%
Ireland 2.58%
Italy 3.37%
Netherlands 8.33%
Sweden 4.49%
Switzerland 10.88%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.67%

Stock Sector Exposure

Cyclical
29.84%
Materials
3.13%
Consumer Discretionary
13.51%
Financials
13.20%
Real Estate
0.00%
Sensitive
41.38%
Communication Services
8.14%
Energy
0.00%
Industrials
24.16%
Information Technology
9.07%
Defensive
28.78%
Consumer Staples
15.12%
Health Care
13.66%
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