Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.57%
Stock 95.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.64%
Other 0.22%
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Market Capitalization

As of October 31, 2025
Large 1.05%
Mid 51.88%
Small 47.07%
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Region Exposure

% Developed Markets: 98.59%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.41%

Americas 0.80%
0.09%
Canada 0.01%
United States 0.08%
0.71%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.04%
United Kingdom 18.40%
29.64%
Austria 1.94%
Denmark 1.15%
France 5.90%
Germany 3.70%
Ireland 5.06%
Italy 7.19%
Netherlands 1.05%
Sweden 2.47%
Switzerland 1.17%
0.00%
0.00%
Greater Asia 49.75%
Japan 38.69%
11.05%
Australia 11.05%
0.00%
0.00%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
44.64%
Materials
16.39%
Consumer Discretionary
13.63%
Financials
12.32%
Real Estate
2.28%
Sensitive
37.35%
Communication Services
1.93%
Energy
1.68%
Industrials
20.41%
Information Technology
13.33%
Defensive
16.38%
Consumer Staples
5.86%
Health Care
9.43%
Utilities
1.09%
Not Classified
1.63%
Non Classified Equity
1.63%
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