Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.25%
Stock 98.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.07%
Other 0.10%
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Market Capitalization

As of October 31, 2025
Large 79.42%
Mid 19.29%
Small 1.29%
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Region Exposure

% Developed Markets: 98.17%    % Emerging Markets: 0.83%    % Unidentified Markets: 1.00%

Americas 1.07%
0.25%
Canada 0.25%
United States 0.00%
0.83%
Mexico 0.83%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.67%
United Kingdom 16.59%
47.09%
Austria 0.22%
Belgium 0.84%
Denmark 0.48%
Finland 3.15%
France 7.52%
Germany 8.45%
Ireland 0.20%
Italy 4.58%
Netherlands 4.95%
Norway 2.70%
Portugal 0.39%
Spain 5.95%
Sweden 1.19%
Switzerland 5.71%
0.00%
0.00%
Greater Asia 34.25%
Japan 22.86%
7.37%
Australia 7.31%
4.02%
Hong Kong 3.15%
Singapore 0.87%
0.00%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
45.60%
Materials
7.06%
Consumer Discretionary
9.75%
Financials
26.91%
Real Estate
1.87%
Sensitive
36.35%
Communication Services
3.69%
Energy
6.04%
Industrials
20.81%
Information Technology
5.80%
Defensive
17.94%
Consumer Staples
4.28%
Health Care
7.85%
Utilities
5.81%
Not Classified
0.11%
Non Classified Equity
0.11%
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