Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.67%
Stock 97.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.19%
Other 0.49%
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Market Capitalization

As of October 31, 2025
Large 76.90%
Mid 18.33%
Small 4.76%
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Region Exposure

% Developed Markets: 99.42%    % Emerging Markets: 0.09%    % Unidentified Markets: 0.49%

Americas 2.05%
1.79%
Canada 1.67%
United States 0.12%
0.25%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.90%
United Kingdom 13.14%
51.63%
Austria 0.14%
Belgium 0.45%
Denmark 2.00%
Finland 1.90%
France 11.95%
Germany 10.33%
Ireland 0.34%
Italy 1.51%
Netherlands 4.79%
Norway 0.79%
Portugal 0.07%
Spain 2.05%
Sweden 3.66%
Switzerland 10.71%
0.00%
0.12%
Israel 0.12%
Greater Asia 32.57%
Japan 23.24%
6.21%
Australia 6.00%
3.02%
Hong Kong 1.44%
Singapore 1.59%
0.09%
China 0.09%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
41.00%
Materials
6.93%
Consumer Discretionary
9.60%
Financials
22.84%
Real Estate
1.63%
Sensitive
37.85%
Communication Services
3.73%
Energy
2.85%
Industrials
20.76%
Information Technology
10.52%
Defensive
20.51%
Consumer Staples
5.89%
Health Care
12.57%
Utilities
2.05%
Not Classified
0.64%
Non Classified Equity
0.64%
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