Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 97.89%
Bond 1.56%
Convertible 0.00%
Preferred 0.00%
Other 0.52%
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Market Capitalization

As of October 31, 2025
Large 97.42%
Mid 2.31%
Small 0.27%
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Region Exposure

% Developed Markets: 94.36%    % Emerging Markets: 5.09%    % Unidentified Markets: 0.55%

Americas 9.72%
8.86%
Canada 7.30%
United States 1.56%
0.86%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.71%
United Kingdom 16.42%
45.98%
Belgium 2.33%
Denmark 0.66%
France 10.94%
Germany 7.81%
Ireland 1.62%
Italy 6.21%
Netherlands 7.91%
Spain 3.63%
Sweden 0.85%
Switzerland 4.02%
0.00%
1.31%
Israel 1.31%
Greater Asia 26.02%
Japan 14.89%
1.95%
Australia 1.95%
4.94%
Singapore 2.74%
Taiwan 2.20%
4.23%
China 4.23%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
33.91%
Materials
2.74%
Consumer Discretionary
13.96%
Financials
17.22%
Real Estate
0.00%
Sensitive
41.23%
Communication Services
3.80%
Energy
0.00%
Industrials
21.17%
Information Technology
16.26%
Defensive
23.29%
Consumer Staples
8.39%
Health Care
13.22%
Utilities
1.69%
Not Classified
1.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.56%
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