Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.56%
Stock 95.27%
Bond 0.00%
Convertible 0.00%
Preferred 1.37%
Other 0.80%
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Market Capitalization

As of October 31, 2025
Large 90.82%
Mid 7.62%
Small 1.56%
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Region Exposure

% Developed Markets: 79.45%    % Emerging Markets: 17.71%    % Unidentified Markets: 2.84%

Americas 12.82%
8.68%
Canada 8.68%
4.14%
Brazil 1.37%
Mexico 1.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.77%
United Kingdom 6.68%
34.08%
Austria 0.78%
Denmark 0.60%
Finland 1.05%
France 7.89%
Germany 5.93%
Ireland 1.18%
Italy 1.17%
Netherlands 4.55%
Norway 0.93%
Spain 4.39%
Switzerland 3.87%
0.00%
0.00%
Israel 0.00%
South Africa 0.00%
Greater Asia 43.57%
Japan 11.53%
2.91%
Australia 2.91%
15.57%
Hong Kong 2.99%
Singapore 0.86%
South Korea 6.20%
Taiwan 5.52%
13.57%
China 10.87%
India 2.70%
Unidentified Region 2.84%

Stock Sector Exposure

Cyclical
48.09%
Materials
7.81%
Consumer Discretionary
9.28%
Financials
28.41%
Real Estate
2.59%
Sensitive
40.66%
Communication Services
7.53%
Energy
4.05%
Industrials
12.26%
Information Technology
16.82%
Defensive
11.25%
Consumer Staples
5.95%
Health Care
3.09%
Utilities
2.21%
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