Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.24%
Stock 99.70%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of October 31, 2025
Large 89.04%
Mid 10.96%
Small 0.00%
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Region Exposure

% Developed Markets: 97.98%    % Emerging Markets: 1.95%    % Unidentified Markets: 0.07%

Americas 5.97%
5.97%
Canada 2.77%
United States 3.19%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 76.33%
United Kingdom 21.46%
54.88%
Denmark 2.26%
France 17.75%
Germany 5.44%
Ireland 2.44%
Netherlands 6.11%
Spain 3.33%
Sweden 1.47%
Switzerland 16.08%
0.00%
0.00%
Greater Asia 17.63%
Japan 4.81%
1.13%
Australia 1.13%
9.73%
Taiwan 9.73%
1.95%
India 1.95%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
33.22%
Materials
5.06%
Consumer Discretionary
13.50%
Financials
14.66%
Real Estate
0.00%
Sensitive
45.35%
Communication Services
0.00%
Energy
0.00%
Industrials
18.04%
Information Technology
27.30%
Defensive
21.43%
Consumer Staples
11.58%
Health Care
9.85%
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