Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.61%
Stock 97.10%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of October 31, 2025
Large 95.41%
Mid 4.34%
Small 0.25%
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Region Exposure

% Developed Markets: 98.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.48%

Americas 0.84%
0.83%
Canada 0.25%
United States 0.58%
0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.41%
United Kingdom 17.84%
49.54%
Austria 0.88%
Belgium 1.13%
Denmark 1.65%
Finland 1.65%
France 12.01%
Germany 8.88%
Ireland 0.58%
Italy 1.74%
Netherlands 6.52%
Norway 0.02%
Spain 4.30%
Sweden 3.49%
Switzerland 6.69%
0.00%
0.03%
United Arab Emirates 0.03%
Greater Asia 30.26%
Japan 20.11%
2.64%
Australia 2.64%
7.52%
Hong Kong 2.48%
Singapore 3.42%
Taiwan 1.61%
0.00%
Unidentified Region 1.48%

Stock Sector Exposure

Cyclical
41.57%
Materials
4.02%
Consumer Discretionary
11.98%
Financials
24.36%
Real Estate
1.20%
Sensitive
36.16%
Communication Services
4.27%
Energy
3.40%
Industrials
19.65%
Information Technology
8.84%
Defensive
19.67%
Consumer Staples
6.89%
Health Care
9.09%
Utilities
3.69%
Not Classified
2.61%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.61%
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