Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.68%
Stock 96.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 71.03%
Mid 27.25%
Small 1.71%
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Region Exposure

% Developed Markets: 99.59%    % Emerging Markets: 0.37%    % Unidentified Markets: 0.04%

Americas 14.60%
13.67%
Canada 6.61%
United States 7.06%
0.94%
Brazil 0.37%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.55%
United Kingdom 13.86%
51.69%
Denmark 0.17%
France 14.37%
Germany 6.91%
Greece 0.69%
Ireland 7.95%
Italy 0.49%
Netherlands 3.02%
Norway 0.87%
Portugal 0.42%
Spain 3.60%
Sweden 2.48%
Switzerland 9.32%
0.00%
0.00%
Greater Asia 19.80%
Japan 12.02%
1.41%
Australia 1.41%
6.36%
South Korea 2.35%
Taiwan 4.01%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
40.93%
Materials
15.15%
Consumer Discretionary
1.17%
Financials
24.61%
Real Estate
0.00%
Sensitive
39.33%
Communication Services
0.00%
Energy
5.48%
Industrials
19.43%
Information Technology
14.43%
Defensive
19.74%
Consumer Staples
7.55%
Health Care
12.19%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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