Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.01%
Stock 98.28%
Bond 1.01%
Convertible 0.00%
Preferred 0.07%
Other 0.65%
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Market Capitalization

As of October 31, 2025
Large 85.87%
Mid 13.98%
Small 0.15%
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Region Exposure

% Developed Markets: 95.81%    % Emerging Markets: 3.54%    % Unidentified Markets: 0.65%

Americas 1.30%
0.98%
Canada 0.00%
United States 0.98%
0.32%
Brazil 0.19%
Chile 0.02%
Colombia 0.01%
Mexico 0.09%
Peru 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.24%
United Kingdom 13.52%
51.58%
Austria 0.28%
Belgium 0.00%
Denmark 1.48%
Finland 0.70%
France 9.51%
Germany 9.86%
Greece 0.03%
Ireland 1.55%
Italy 4.82%
Netherlands 5.93%
Norway 1.58%
Spain 4.77%
Sweden 3.31%
Switzerland 7.77%
0.08%
Czech Republic 0.01%
Poland 0.03%
Turkey 0.03%
1.05%
Egypt 0.00%
Israel 0.61%
Qatar 0.03%
Saudi Arabia 0.16%
South Africa 0.15%
United Arab Emirates 0.07%
Greater Asia 31.81%
Japan 21.08%
4.43%
Australia 4.43%
3.47%
Hong Kong 0.64%
Singapore 0.90%
South Korea 0.41%
Taiwan 1.52%
2.83%
China 0.72%
India 1.91%
Indonesia 0.06%
Malaysia 0.07%
Philippines 0.02%
Thailand 0.06%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
39.85%
Materials
5.62%
Consumer Discretionary
9.15%
Financials
24.55%
Real Estate
0.54%
Sensitive
38.42%
Communication Services
4.60%
Energy
3.72%
Industrials
19.28%
Information Technology
10.82%
Defensive
20.46%
Consumer Staples
6.91%
Health Care
10.06%
Utilities
3.48%
Not Classified
1.28%
Non Classified Equity
1.09%
Not Classified - Non Equity
0.19%
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