Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.37%
Stock 93.10%
Bond 2.22%
Convertible 0.00%
Preferred 0.28%
Other 3.02%
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Market Capitalization

As of October 31, 2025
Large 85.24%
Mid 13.99%
Small 0.77%
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Region Exposure

% Developed Markets: 96.24%    % Emerging Markets: 0.08%    % Unidentified Markets: 3.68%

Americas 2.81%
2.75%
United States 2.75%
0.06%
Mexico 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.20%
United Kingdom 13.54%
47.67%
Austria 0.21%
Belgium 0.77%
Denmark 1.73%
Finland 1.05%
France 9.22%
Germany 8.88%
Ireland 0.82%
Italy 2.85%
Netherlands 5.74%
Norway 0.53%
Portugal 0.18%
Spain 3.23%
Sweden 2.94%
Switzerland 8.87%
0.00%
0.99%
Israel 0.99%
Greater Asia 31.32%
Japan 21.37%
6.40%
Australia 6.16%
3.52%
Hong Kong 1.88%
Singapore 1.61%
0.03%
China 0.03%
Unidentified Region 3.68%

Stock Sector Exposure

Cyclical
39.70%
Materials
5.40%
Consumer Discretionary
9.62%
Financials
23.21%
Real Estate
1.47%
Sensitive
35.40%
Communication Services
4.80%
Energy
3.14%
Industrials
18.72%
Information Technology
8.73%
Defensive
21.21%
Consumer Staples
7.26%
Health Care
10.50%
Utilities
3.45%
Not Classified
3.69%
Non Classified Equity
0.31%
Not Classified - Non Equity
3.38%
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