Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.33%
Stock 96.35%
Bond 0.32%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 87.86%
Mid 10.87%
Small 1.27%
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Region Exposure

% Developed Markets: 95.97%    % Emerging Markets: 1.25%    % Unidentified Markets: 2.78%

Americas 0.79%
0.79%
Canada 0.49%
United States 0.30%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.00%
United Kingdom 15.65%
49.35%
Denmark 1.84%
Finland 1.38%
France 9.42%
Germany 5.59%
Ireland 6.58%
Italy 2.17%
Netherlands 7.45%
Norway 2.48%
Spain 5.14%
Sweden 1.25%
Switzerland 6.04%
0.00%
0.00%
Greater Asia 31.43%
Japan 23.90%
2.94%
Australia 2.94%
3.35%
Hong Kong 2.02%
Singapore 1.33%
1.25%
China 1.04%
Indonesia 0.20%
Unidentified Region 2.78%

Stock Sector Exposure

Cyclical
43.98%
Materials
6.51%
Consumer Discretionary
10.87%
Financials
26.60%
Real Estate
0.00%
Sensitive
35.13%
Communication Services
5.44%
Energy
3.66%
Industrials
20.30%
Information Technology
5.73%
Defensive
20.89%
Consumer Staples
6.18%
Health Care
10.89%
Utilities
3.82%
Not Classified
0.00%
Non Classified Equity
0.00%
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