Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.23%
Stock 96.05%
Bond 3.64%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of October 31, 2025
Large 77.68%
Mid 15.56%
Small 6.77%
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Region Exposure

% Developed Markets: 95.03%    % Emerging Markets: 4.66%    % Unidentified Markets: 0.31%

Americas 7.04%
5.56%
Canada 0.83%
United States 4.73%
1.48%
Mexico 0.84%
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 20.77%
43.87%
Austria 2.76%
Belgium 4.53%
France 13.61%
Germany 9.56%
Greece 1.46%
Ireland 0.93%
Italy 2.03%
Netherlands 3.18%
Spain 3.91%
Switzerland 1.88%
0.00%
0.36%
South Africa 0.36%
Greater Asia 27.65%
Japan 18.37%
0.00%
6.92%
Hong Kong 1.26%
South Korea 5.65%
2.36%
China 2.36%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
40.56%
Materials
8.30%
Consumer Discretionary
8.39%
Financials
23.87%
Real Estate
0.00%
Sensitive
38.69%
Communication Services
2.23%
Energy
3.97%
Industrials
21.83%
Information Technology
10.65%
Defensive
15.98%
Consumer Staples
5.64%
Health Care
7.34%
Utilities
3.01%
Not Classified
4.76%
Non Classified Equity
1.13%
Not Classified - Non Equity
3.63%
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