Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.73%
Stock 98.57%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other 0.27%
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Market Capitalization

As of October 31, 2025
Large 75.93%
Mid 23.37%
Small 0.70%
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Region Exposure

% Developed Markets: 98.47%    % Emerging Markets: 0.56%    % Unidentified Markets: 0.97%

Americas 3.15%
3.15%
Canada 2.69%
United States 0.47%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.72%
United Kingdom 16.63%
48.95%
Denmark 2.27%
Finland 0.60%
France 9.73%
Germany 9.83%
Ireland 1.01%
Italy 2.02%
Netherlands 6.02%
Norway 1.20%
Spain 6.25%
Sweden 0.42%
Switzerland 9.22%
0.00%
1.14%
Israel 1.14%
Greater Asia 29.16%
Japan 22.46%
4.02%
Australia 4.02%
2.12%
Hong Kong 1.57%
Singapore 0.55%
0.56%
China 0.56%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
39.55%
Materials
4.68%
Consumer Discretionary
11.75%
Financials
22.38%
Real Estate
0.74%
Sensitive
35.48%
Communication Services
5.04%
Energy
2.87%
Industrials
17.18%
Information Technology
10.40%
Defensive
23.80%
Consumer Staples
8.56%
Health Care
11.29%
Utilities
3.95%
Not Classified
1.17%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.17%
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