Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.05%
Stock 95.69%
Bond 0.00%
Convertible 0.00%
Preferred 1.85%
Other 2.51%
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Market Capitalization

As of October 31, 2025
Large 93.19%
Mid 5.76%
Small 1.04%
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Region Exposure

% Developed Markets: 82.54%    % Emerging Markets: 14.95%    % Unidentified Markets: 2.51%

Americas 13.86%
6.28%
Canada 6.32%
United States -0.05%
7.59%
Brazil 5.31%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.12%
United Kingdom 3.23%
53.56%
Belgium 2.66%
Denmark 0.00%
France 12.73%
Germany 11.22%
Italy 4.71%
Netherlands 10.74%
Spain 2.21%
Switzerland 5.28%
0.00%
2.33%
Israel 2.33%
Greater Asia 24.51%
Japan 5.72%
1.39%
10.03%
Singapore 1.44%
Taiwan 8.59%
7.36%
China 4.49%
India 2.88%
Unidentified Region 2.51%

Stock Sector Exposure

Cyclical
26.01%
Materials
0.00%
Consumer Discretionary
22.62%
Financials
3.39%
Real Estate
0.00%
Sensitive
56.10%
Communication Services
11.90%
Energy
0.00%
Industrials
18.80%
Information Technology
25.40%
Defensive
14.24%
Consumer Staples
1.92%
Health Care
12.33%
Utilities
0.00%
Not Classified
3.64%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.64%
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