Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.73%
Stock 96.54%
Bond 0.18%
Convertible 0.00%
Preferred 0.29%
Other 2.27%
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Market Capitalization

As of October 31, 2025
Large 84.38%
Mid 14.60%
Small 1.03%
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Region Exposure

% Developed Markets: 97.46%    % Emerging Markets: 0.08%    % Unidentified Markets: 2.46%

Americas 0.29%
0.23%
United States 0.23%
0.07%
Mexico 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.67%
United Kingdom 14.18%
49.46%
Austria 0.22%
Belgium 0.79%
Denmark 1.77%
Finland 1.11%
France 9.56%
Germany 9.21%
Ireland 0.85%
Italy 2.97%
Netherlands 5.95%
Norway 0.57%
Portugal 0.19%
Spain 3.35%
Sweden 3.06%
Switzerland 9.17%
0.00%
1.03%
Israel 1.03%
Greater Asia 32.58%
Japan 22.24%
6.68%
Australia 6.42%
3.62%
Hong Kong 1.93%
Singapore 1.66%
0.03%
China 0.03%
Unidentified Region 2.46%

Stock Sector Exposure

Cyclical
40.44%
Materials
5.53%
Consumer Discretionary
9.79%
Financials
23.63%
Real Estate
1.49%
Sensitive
36.04%
Communication Services
4.89%
Energy
3.22%
Industrials
19.04%
Information Technology
8.89%
Defensive
21.63%
Consumer Staples
7.38%
Health Care
10.74%
Utilities
3.52%
Not Classified
1.89%
Non Classified Equity
0.30%
Not Classified - Non Equity
1.59%
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