Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.24%
Stock 95.36%
Bond 1.60%
Convertible 0.00%
Preferred 2.04%
Other -0.23%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 90.23%    % Emerging Markets: 9.09%    % Unidentified Markets: 0.68%

Americas 7.84%
3.69%
Canada 2.91%
United States 0.79%
4.15%
Brazil 1.90%
Mexico 2.25%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.81%
United Kingdom 20.19%
41.12%
Austria 1.85%
Belgium 0.74%
Denmark 0.89%
Finland 1.50%
France 11.03%
Germany 3.55%
Ireland 1.78%
Italy 4.65%
Netherlands 6.11%
Norway 0.53%
Spain 1.24%
Sweden 0.09%
Switzerland 6.23%
0.00%
0.50%
Israel 0.50%
Greater Asia 29.67%
Japan 14.07%
0.00%
10.66%
Hong Kong 2.47%
Singapore 2.59%
South Korea 1.31%
Taiwan 4.29%
4.94%
China 3.09%
India 1.72%
Kazakhstan 0.14%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
34.57%
Materials
3.66%
Consumer Discretionary
10.90%
Financials
19.51%
Real Estate
0.50%
Sensitive
42.51%
Communication Services
5.59%
Energy
3.74%
Industrials
21.50%
Information Technology
11.68%
Defensive
22.16%
Consumer Staples
8.82%
Health Care
12.05%
Utilities
1.29%
Not Classified
0.76%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.61%
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