Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 96.00%
Bond 3.97%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 79.10%
Mid 20.84%
Small 0.05%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 5.66%
5.66%
Canada 4.00%
United States 1.67%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 73.61%
United Kingdom 18.48%
54.25%
Denmark 2.25%
Finland 2.82%
France 12.70%
Germany 3.83%
Ireland 2.33%
Italy 3.94%
Netherlands 6.17%
Norway 1.68%
Spain 2.23%
Sweden 9.09%
Switzerland 7.22%
0.00%
0.88%
Israel 0.88%
Greater Asia 20.73%
Japan 16.34%
0.00%
4.40%
Hong Kong 1.31%
Singapore 3.09%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
29.88%
Materials
3.67%
Consumer Discretionary
4.62%
Financials
21.60%
Real Estate
0.00%
Sensitive
47.99%
Communication Services
2.86%
Energy
0.91%
Industrials
35.20%
Information Technology
9.02%
Defensive
22.13%
Consumer Staples
6.92%
Health Care
12.89%
Utilities
2.32%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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