Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.35%
Stock 98.70%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 71.28%
Mid 22.08%
Small 6.64%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.80%    % Emerging Markets: 0.90%    % Unidentified Markets: 1.30%

Americas 0.00%
0.00%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.98%
United Kingdom 20.04%
46.94%
Austria 1.08%
Belgium 2.37%
Denmark 2.21%
France 7.92%
Germany 10.74%
Ireland 0.91%
Italy 3.07%
Netherlands 6.71%
Portugal 1.51%
Sweden 2.05%
Switzerland 8.39%
0.00%
0.00%
Greater Asia 31.72%
Japan 19.15%
5.53%
Australia 5.53%
6.14%
Hong Kong 1.98%
Singapore 0.56%
South Korea 1.32%
Taiwan 2.29%
0.90%
India 0.90%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
34.78%
Materials
6.41%
Consumer Discretionary
9.32%
Financials
19.06%
Real Estate
0.00%
Sensitive
37.11%
Communication Services
4.29%
Energy
2.65%
Industrials
19.36%
Information Technology
10.82%
Defensive
28.11%
Consumer Staples
11.74%
Health Care
14.54%
Utilities
1.83%
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