Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.92%
Stock 98.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.89%
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Market Capitalization

As of October 31, 2025
Large 5.86%
Mid 43.30%
Small 50.84%
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Region Exposure

% Developed Markets: 92.75%    % Emerging Markets: 6.33%    % Unidentified Markets: 0.91%

Americas 8.41%
5.25%
Canada 4.55%
United States 0.70%
3.16%
Brazil 2.45%
Mexico 0.31%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.19%
United Kingdom 14.87%
26.95%
Austria 2.13%
Belgium 1.91%
Denmark 2.42%
Finland 1.44%
France 2.86%
Germany 1.33%
Greece 0.85%
Ireland 0.74%
Italy 2.50%
Netherlands 3.58%
Norway 0.96%
Portugal 0.00%
Spain 1.40%
Sweden 2.70%
Switzerland 1.73%
0.71%
Poland 0.71%
7.66%
Israel 6.91%
South Africa 0.46%
Greater Asia 40.48%
Japan 27.95%
5.65%
Australia 5.64%
4.77%
Hong Kong 1.53%
Singapore 0.66%
Taiwan 2.58%
2.12%
China 1.59%
India 0.52%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
48.19%
Materials
11.80%
Consumer Discretionary
12.88%
Financials
14.07%
Real Estate
9.44%
Sensitive
38.90%
Communication Services
3.30%
Energy
2.50%
Industrials
19.20%
Information Technology
13.90%
Defensive
12.89%
Consumer Staples
2.64%
Health Care
6.63%
Utilities
3.62%
Not Classified
0.02%
Non Classified Equity
0.02%
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