Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.12%
Stock 98.74%
Bond 0.03%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of October 31, 2025
Large 99.19%
Mid 0.81%
Small 0.00%
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Region Exposure

% Developed Markets: 87.84%    % Emerging Markets: 11.52%    % Unidentified Markets: 0.64%

Americas 7.04%
5.91%
Canada 5.66%
United States 0.25%
1.13%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.63%
United Kingdom 10.79%
36.17%
Belgium 2.01%
Denmark 0.01%
Finland 0.00%
France 10.76%
Germany 7.50%
Greece 1.09%
Ireland 0.00%
Italy 1.93%
Netherlands 3.32%
Norway 0.01%
Spain 0.00%
Sweden 3.40%
Switzerland 6.13%
0.00%
1.68%
Saudi Arabia 1.66%
United Arab Emirates 0.01%
Greater Asia 43.68%
Japan 13.22%
1.77%
Australia 1.77%
19.97%
Hong Kong 5.12%
Singapore 2.75%
South Korea 5.53%
Taiwan 6.58%
8.72%
China 4.95%
India 2.50%
Indonesia 1.27%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
43.55%
Materials
2.33%
Consumer Discretionary
11.69%
Financials
27.97%
Real Estate
1.56%
Sensitive
42.62%
Communication Services
6.76%
Energy
3.84%
Industrials
18.54%
Information Technology
13.47%
Defensive
12.69%
Consumer Staples
4.45%
Health Care
6.01%
Utilities
2.23%
Not Classified
1.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.14%
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