Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 96.77%
Bond 0.00%
Convertible 0.00%
Preferred 1.09%
Other 2.14%
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Market Capitalization

As of October 31, 2025
Large 78.07%
Mid 20.22%
Small 1.70%
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Region Exposure

% Developed Markets: 92.27%    % Emerging Markets: 5.60%    % Unidentified Markets: 2.14%

Americas 5.36%
2.55%
Canada 2.55%
2.81%
Brazil 2.03%
Mexico 0.78%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.18%
United Kingdom 15.79%
50.81%
Belgium 1.34%
Denmark 1.39%
Finland 1.27%
France 12.94%
Germany 6.93%
Greece 2.06%
Ireland 4.18%
Italy 2.64%
Netherlands 6.52%
Spain 3.90%
Sweden 3.11%
Switzerland 4.52%
0.00%
1.58%
Israel 1.58%
Greater Asia 24.32%
Japan 15.53%
0.00%
6.01%
Hong Kong 3.04%
South Korea 1.91%
Taiwan 1.06%
2.79%
China 2.79%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
41.45%
Materials
8.82%
Consumer Discretionary
10.00%
Financials
21.74%
Real Estate
0.88%
Sensitive
36.71%
Communication Services
3.99%
Energy
0.91%
Industrials
19.99%
Information Technology
11.81%
Defensive
20.81%
Consumer Staples
8.37%
Health Care
9.18%
Utilities
3.25%
Not Classified
1.03%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.03%
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