Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.74%
Stock 97.88%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 2.85%
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Market Capitalization

As of October 31, 2025
Large 82.31%
Mid 14.50%
Small 3.19%
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Region Exposure

% Developed Markets: 85.28%    % Emerging Markets: 12.63%    % Unidentified Markets: 2.09%

Americas 6.08%
2.91%
Canada 3.73%
United States -0.82%
3.18%
Brazil 2.03%
Chile 0.00%
Colombia 0.00%
Mexico 0.08%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.78%
United Kingdom 17.18%
32.63%
Austria 1.36%
Belgium 2.06%
Denmark 0.29%
Finland 0.44%
France 8.66%
Germany 4.96%
Greece 0.00%
Ireland 0.65%
Italy 2.01%
Netherlands 5.24%
Norway 0.01%
Portugal 0.79%
Spain 0.27%
Sweden 1.49%
Switzerland 4.38%
0.73%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
2.25%
Egypt 0.00%
Israel 1.45%
Qatar 0.00%
Saudi Arabia 0.02%
South Africa 0.58%
United Arab Emirates 0.19%
Greater Asia 39.05%
Japan 14.66%
2.99%
Australia 2.99%
13.27%
Hong Kong 1.90%
Singapore 1.84%
South Korea 2.57%
Taiwan 6.97%
8.13%
China 5.13%
India 2.46%
Indonesia 0.51%
Malaysia 0.01%
Philippines 0.00%
Thailand 0.02%
Unidentified Region 2.09%

Stock Sector Exposure

Cyclical
41.69%
Materials
6.58%
Consumer Discretionary
10.45%
Financials
21.99%
Real Estate
2.67%
Sensitive
36.69%
Communication Services
7.56%
Energy
3.61%
Industrials
12.58%
Information Technology
12.94%
Defensive
17.67%
Consumer Staples
6.44%
Health Care
7.59%
Utilities
3.64%
Not Classified
3.95%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.94%
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