Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.06%
Stock 99.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 74.71%
Mid 20.06%
Small 5.22%
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Region Exposure

% Developed Markets: 89.18%    % Emerging Markets: 10.82%    % Unidentified Markets: 0.00%

Americas 18.13%
18.13%
Canada 6.28%
United States 11.85%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.53%
United Kingdom 14.42%
36.11%
Belgium 1.05%
Denmark 0.89%
France 11.21%
Germany 5.48%
Ireland 4.24%
Italy 1.55%
Netherlands 7.25%
Spain 0.40%
Sweden 0.07%
Switzerland 3.98%
0.00%
0.00%
Greater Asia 31.34%
Japan 10.01%
0.00%
10.86%
Hong Kong 3.17%
South Korea 0.81%
Taiwan 6.88%
10.48%
China 4.13%
India 6.34%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
25.44%
Materials
0.95%
Consumer Discretionary
15.47%
Financials
9.03%
Real Estate
0.00%
Sensitive
52.04%
Communication Services
7.69%
Energy
2.84%
Industrials
21.04%
Information Technology
20.47%
Defensive
22.51%
Consumer Staples
3.17%
Health Care
18.45%
Utilities
0.90%
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