Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.22%
Stock 96.27%
Bond 2.50%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 91.02%
Mid 8.13%
Small 0.85%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.76%    % Unidentified Markets: 0.35%

Americas 3.48%
3.48%
Canada 3.21%
United States 0.28%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.67%
United Kingdom 12.34%
50.33%
Denmark 2.53%
Finland 1.41%
France 9.88%
Germany 7.45%
Ireland 4.41%
Italy 2.32%
Netherlands 6.98%
Norway 1.07%
Spain 5.48%
Sweden 2.35%
Switzerland 5.74%
0.00%
0.00%
Greater Asia 33.50%
Japan 21.08%
5.32%
Australia 4.88%
6.34%
Hong Kong 0.91%
Singapore 2.76%
Taiwan 2.67%
0.76%
China 0.76%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
40.15%
Materials
5.92%
Consumer Discretionary
11.87%
Financials
21.85%
Real Estate
0.50%
Sensitive
38.40%
Communication Services
6.53%
Energy
2.80%
Industrials
16.38%
Information Technology
12.70%
Defensive
21.45%
Consumer Staples
5.65%
Health Care
12.14%
Utilities
3.66%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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