Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.71%
Stock 97.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.28%
Other 1.47%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.31%    % Emerging Markets: 0.12%    % Unidentified Markets: 2.57%

Americas -0.62%
-0.71%
Canada -1.03%
United States 0.32%
0.09%
Mexico 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.65%
United Kingdom 13.86%
47.33%
Austria 0.37%
Belgium 0.90%
Denmark 1.83%
Finland 1.11%
France 8.77%
Germany 8.53%
Ireland 0.79%
Italy 3.02%
Netherlands 5.32%
Norway 0.69%
Portugal 0.20%
Spain 3.12%
Sweden 3.33%
Switzerland 8.68%
0.01%
1.46%
Israel 1.46%
Greater Asia 35.40%
Japan 24.40%
7.29%
Australia 7.04%
3.68%
Hong Kong 1.86%
Singapore 1.78%
0.03%
China 0.03%
Unidentified Region 2.57%

Stock Sector Exposure

Cyclical
41.77%
Materials
6.30%
Consumer Discretionary
10.24%
Financials
22.40%
Real Estate
2.83%
Sensitive
37.12%
Communication Services
4.85%
Energy
3.23%
Industrials
19.87%
Information Technology
9.16%
Defensive
20.77%
Consumer Staples
7.15%
Health Care
10.19%
Utilities
3.43%
Not Classified
0.34%
Non Classified Equity
0.34%
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