Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.72%
Stock 93.67%
Bond 2.90%
Convertible 0.00%
Preferred 0.32%
Other 1.40%
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Market Capitalization

As of October 31, 2025
Large 65.08%
Mid 26.61%
Small 8.30%
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Region Exposure

% Developed Markets: 96.61%    % Emerging Markets: 1.99%    % Unidentified Markets: 1.40%

Americas 7.04%
6.09%
Canada 1.50%
United States 4.59%
0.95%
Brazil 0.46%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.35%
United Kingdom 13.77%
46.93%
Austria 1.21%
Belgium 1.29%
Denmark 1.44%
Finland 1.51%
France 6.58%
Germany 9.24%
Ireland 1.73%
Italy 3.59%
Netherlands 5.25%
Norway 1.14%
Portugal 0.34%
Spain 2.44%
Sweden 1.80%
Switzerland 7.94%
0.00%
1.64%
Israel 1.64%
Saudi Arabia 0.00%
Greater Asia 29.22%
Japan 17.28%
3.55%
Australia 3.33%
7.03%
Hong Kong 3.32%
Singapore 2.31%
South Korea 0.90%
Taiwan 0.50%
1.37%
China 1.03%
India 0.15%
Indonesia 0.19%
Malaysia 0.00%
Thailand 0.00%
Unidentified Region 1.40%

Stock Sector Exposure

Cyclical
42.72%
Materials
6.19%
Consumer Discretionary
11.85%
Financials
23.18%
Real Estate
1.50%
Sensitive
36.36%
Communication Services
3.09%
Energy
3.60%
Industrials
19.26%
Information Technology
10.42%
Defensive
19.63%
Consumer Staples
5.92%
Health Care
11.27%
Utilities
2.45%
Not Classified
1.29%
Non Classified Equity
0.31%
Not Classified - Non Equity
0.98%
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