Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.05%
Stock 99.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
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Market Capitalization

As of October 31, 2025
Large 86.06%
Mid 12.61%
Small 1.34%
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Region Exposure

% Developed Markets: 97.20%    % Emerging Markets: 2.58%    % Unidentified Markets: 0.22%

Americas 59.15%
57.70%
Canada 0.02%
United States 57.68%
1.45%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.66%
United Kingdom 11.60%
21.05%
Denmark 0.97%
Finland 0.78%
France 3.16%
Germany 2.54%
Italy 1.66%
Netherlands 4.09%
Spain 1.11%
Switzerland 4.97%
0.00%
0.00%
Greater Asia 7.98%
Japan 6.84%
0.00%
0.00%
1.14%
China 1.14%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
65.37%
Materials
0.00%
Consumer Discretionary
65.24%
Financials
0.13%
Real Estate
0.00%
Sensitive
1.79%
Communication Services
1.79%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
32.84%
Consumer Staples
32.84%
Health Care
0.00%
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