Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.06%
Stock 95.25%
Bond 1.42%
Convertible 0.00%
Preferred 0.00%
Other 2.27%
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Market Capitalization

As of October 31, 2025
Large 71.27%
Mid 20.52%
Small 8.21%
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Region Exposure

% Developed Markets: 73.27%    % Emerging Markets: 23.42%    % Unidentified Markets: 3.31%

Americas 16.80%
4.58%
Canada 3.15%
United States 1.44%
12.21%
Brazil 5.61%
Chile 3.63%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.97%
United Kingdom 26.17%
28.80%
France 9.17%
Germany 7.07%
Ireland 2.04%
Italy 3.53%
Norway 0.00%
Sweden 1.08%
Switzerland 5.92%
0.00%
0.00%
Greater Asia 24.92%
Japan 4.33%
3.41%
Australia 3.41%
5.97%
Taiwan 5.97%
11.20%
China 7.89%
India 3.31%
Unidentified Region 3.31%

Stock Sector Exposure

Cyclical
45.79%
Materials
11.34%
Consumer Discretionary
17.05%
Financials
17.41%
Real Estate
0.00%
Sensitive
34.97%
Communication Services
8.60%
Energy
0.00%
Industrials
8.69%
Information Technology
17.68%
Defensive
16.71%
Consumer Staples
2.65%
Health Care
11.94%
Utilities
2.11%
Not Classified
2.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.53%
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