Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.13%
Stock 96.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.34%
Other 0.30%
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Market Capitalization

As of October 31, 2025
Large 74.42%
Mid 20.81%
Small 4.77%
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Region Exposure

% Developed Markets: 95.49%    % Emerging Markets: 4.51%    % Unidentified Markets: 0.01%

Americas 6.24%
5.22%
Canada 3.60%
United States 1.62%
1.02%
Brazil 0.64%
Mexico 0.12%
Peru 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.52%
United Kingdom 14.06%
49.61%
Austria 0.14%
Belgium 0.85%
Denmark 1.90%
Finland 1.23%
France 10.04%
Germany 8.47%
Greece 0.07%
Ireland 2.40%
Italy 2.26%
Netherlands 7.52%
Norway 0.80%
Portugal 0.15%
Spain 2.61%
Sweden 1.54%
Switzerland 8.35%
0.63%
Czech Republic 0.16%
Poland 0.46%
1.21%
Israel 0.62%
Qatar 0.04%
South Africa 0.11%
United Arab Emirates 0.43%
Greater Asia 28.24%
Japan 17.19%
1.88%
Australia 1.82%
6.31%
Hong Kong 2.01%
Singapore 1.47%
South Korea 2.18%
Taiwan 0.65%
2.85%
China 2.29%
India 0.13%
Indonesia 0.26%
Malaysia 0.03%
Philippines 0.00%
Thailand 0.15%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
39.94%
Materials
5.18%
Consumer Discretionary
11.06%
Financials
22.87%
Real Estate
0.83%
Sensitive
38.57%
Communication Services
3.83%
Energy
3.03%
Industrials
17.87%
Information Technology
13.85%
Defensive
21.42%
Consumer Staples
6.92%
Health Care
12.74%
Utilities
1.76%
Not Classified
0.06%
Non Classified Equity
0.06%
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