Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.33%
Stock 99.24%
Bond 0.42%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of October 31, 2025
Large 4.24%
Mid 58.03%
Small 37.73%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.36%

Americas 15.22%
15.22%
Canada 14.80%
United States 0.42%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.11%
United Kingdom 13.25%
27.12%
Austria 1.76%
Denmark 2.36%
Finland 0.80%
France 4.62%
Germany 5.39%
Italy 3.46%
Netherlands 1.85%
Portugal 1.08%
Spain 1.87%
Sweden 1.59%
Switzerland 2.33%
0.00%
3.74%
Israel 3.74%
Greater Asia 40.31%
Japan 31.90%
5.67%
Australia 5.67%
2.75%
Singapore 1.70%
0.00%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
45.12%
Materials
12.44%
Consumer Discretionary
10.05%
Financials
12.23%
Real Estate
10.40%
Sensitive
41.57%
Communication Services
4.07%
Energy
4.58%
Industrials
23.51%
Information Technology
9.41%
Defensive
12.18%
Consumer Staples
4.71%
Health Care
4.23%
Utilities
3.24%
Not Classified
1.13%
Non Classified Equity
0.45%
Not Classified - Non Equity
0.68%
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