Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.58%
Stock 97.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of October 31, 2025
Large 69.30%
Mid 26.87%
Small 3.83%
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Region Exposure

% Developed Markets: 94.65%    % Emerging Markets: 5.33%    % Unidentified Markets: 0.02%

Americas 6.92%
4.69%
Canada 2.25%
United States 2.44%
2.23%
Brazil 0.95%
Chile 0.29%
Colombia 0.40%
Mexico 0.36%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.98%
United Kingdom 13.90%
48.05%
Austria 0.78%
Belgium 0.48%
Denmark 1.90%
Finland 1.51%
France 10.05%
Germany 9.42%
Ireland 3.01%
Italy 3.32%
Netherlands 4.95%
Norway 2.83%
Portugal 0.00%
Spain 1.72%
Sweden 0.76%
Switzerland 5.39%
0.00%
1.02%
Israel 1.02%
Greater Asia 30.08%
Japan 16.89%
1.22%
Australia 1.12%
8.64%
Hong Kong 2.95%
Singapore 0.94%
South Korea 2.32%
Taiwan 2.44%
3.32%
China 2.29%
India 0.66%
Indonesia 0.38%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
42.53%
Materials
8.78%
Consumer Discretionary
11.38%
Financials
21.42%
Real Estate
0.95%
Sensitive
36.45%
Communication Services
1.36%
Energy
3.75%
Industrials
17.47%
Information Technology
13.86%
Defensive
20.91%
Consumer Staples
6.33%
Health Care
12.50%
Utilities
2.08%
Not Classified
0.11%
Non Classified Equity
0.11%
Not Classified - Non Equity
0.00%
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