Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.11%
Stock 98.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of October 31, 2025
Large 91.03%
Mid 4.41%
Small 4.57%
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Region Exposure

% Developed Markets: 75.80%    % Emerging Markets: 23.03%    % Unidentified Markets: 1.17%

Americas 27.57%
17.83%
Canada 6.29%
United States 11.54%
9.74%
Brazil 2.20%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.65%
United Kingdom 9.30%
35.35%
Belgium 1.50%
Denmark 3.10%
France 6.49%
Germany 4.41%
Ireland 2.54%
Netherlands 7.97%
Switzerland 9.34%
0.00%
0.00%
Greater Asia 26.61%
Japan 2.77%
3.21%
Australia 3.21%
7.34%
Hong Kong 2.12%
Singapore 5.22%
13.29%
China 13.29%
Unidentified Region 1.17%

Stock Sector Exposure

Cyclical
37.03%
Materials
0.00%
Consumer Discretionary
29.57%
Financials
7.46%
Real Estate
0.00%
Sensitive
34.02%
Communication Services
7.64%
Energy
0.00%
Industrials
5.08%
Information Technology
21.30%
Defensive
28.95%
Consumer Staples
12.74%
Health Care
16.21%
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