Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.06%
Stock 98.15%
Bond 0.13%
Convertible 0.00%
Preferred 0.61%
Other 1.05%
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Market Capitalization

As of October 31, 2025
Large 76.06%
Mid 22.84%
Small 1.10%
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Region Exposure

% Developed Markets: 99.08%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.92%

Americas 12.34%
12.22%
Canada 11.47%
United States 0.75%
0.12%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.98%
United Kingdom 12.66%
43.40%
Austria 0.11%
Belgium 0.70%
Denmark 2.32%
Finland 0.68%
France 9.80%
Germany 8.28%
Ireland 0.29%
Italy 1.63%
Netherlands 4.18%
Norway 0.51%
Spain 3.45%
Sweden 2.55%
Switzerland 8.51%
0.00%
0.91%
Israel 0.91%
South Africa 0.00%
Greater Asia 29.77%
Japan 21.03%
6.18%
Australia 5.95%
2.56%
Hong Kong 1.54%
Singapore 1.02%
0.00%
Unidentified Region 0.92%

Stock Sector Exposure

Cyclical
60.83%
Materials
12.46%
Consumer Discretionary
11.14%
Financials
35.86%
Real Estate
1.38%
Sensitive
26.63%
Communication Services
2.83%
Energy
13.51%
Industrials
8.70%
Information Technology
1.60%
Defensive
11.71%
Consumer Staples
4.85%
Health Care
4.66%
Utilities
2.20%
Not Classified
0.83%
Non Classified Equity
0.64%
Not Classified - Non Equity
0.20%
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