Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.52%
Stock 98.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.52%
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Market Capitalization

As of October 31, 2025
Large 4.28%
Mid 51.87%
Small 43.85%
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Region Exposure

% Developed Markets: 99.71%    % Emerging Markets: 0.01%    % Unidentified Markets: 0.29%

Americas 12.09%
12.09%
Canada 11.68%
United States 0.40%
0.00%
Mexico 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.16%
United Kingdom 13.72%
36.43%
Austria 0.32%
Belgium 0.81%
Denmark 3.10%
Finland 1.38%
France 4.85%
Germany 5.50%
Ireland 0.31%
Italy 4.08%
Netherlands 2.03%
Norway 0.34%
Portugal 0.00%
Spain 3.79%
Sweden 2.06%
Switzerland 7.31%
0.01%
Poland 0.01%
0.01%
Israel 0.01%
Greater Asia 37.46%
Japan 23.51%
5.55%
Australia 5.55%
8.40%
Hong Kong 0.31%
Singapore 0.86%
South Korea 6.92%
Taiwan 0.00%
0.00%
China 0.00%
Thailand 0.00%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
44.33%
Materials
10.90%
Consumer Discretionary
12.53%
Financials
13.39%
Real Estate
7.52%
Sensitive
42.72%
Communication Services
4.05%
Energy
3.71%
Industrials
23.12%
Information Technology
11.84%
Defensive
12.50%
Consumer Staples
3.62%
Health Care
6.43%
Utilities
2.45%
Not Classified
0.45%
Non Classified Equity
0.44%
Not Classified - Non Equity
0.01%
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