Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.18%
Stock 98.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.17%
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Market Capitalization

As of October 31, 2025
Large 83.32%
Mid 16.51%
Small 0.17%
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Region Exposure

% Developed Markets: 89.32%    % Emerging Markets: 9.59%    % Unidentified Markets: 1.09%

Americas 7.72%
6.57%
Canada 4.96%
United States 1.61%
1.15%
Brazil 1.15%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.54%
United Kingdom 16.14%
31.96%
Austria 2.04%
Denmark 1.42%
France 3.32%
Germany 3.41%
Greece 1.83%
Ireland 3.22%
Italy 5.64%
Netherlands 2.29%
Portugal 0.49%
Spain 4.39%
Sweden 1.08%
Switzerland 2.81%
0.01%
Poland 0.01%
0.43%
Israel 0.01%
United Arab Emirates 0.43%
Greater Asia 42.64%
Japan 13.49%
1.16%
Australia 1.16%
19.57%
Hong Kong 1.62%
Singapore 0.56%
South Korea 9.23%
Taiwan 8.16%
8.43%
China 7.33%
India 1.10%
Unidentified Region 1.09%

Stock Sector Exposure

Cyclical
40.55%
Materials
3.13%
Consumer Discretionary
9.21%
Financials
26.56%
Real Estate
1.65%
Sensitive
45.73%
Communication Services
7.01%
Energy
4.61%
Industrials
18.62%
Information Technology
15.49%
Defensive
13.72%
Consumer Staples
3.42%
Health Care
8.41%
Utilities
1.89%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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