Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 96.18%
Bond 0.00%
Convertible 0.00%
Preferred 2.61%
Other 1.21%
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Market Capitalization

As of October 31, 2025
Large 93.25%
Mid 6.75%
Small 0.00%
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Region Exposure

% Developed Markets: 83.28%    % Emerging Markets: 15.51%    % Unidentified Markets: 1.21%

Americas 15.56%
8.72%
Canada 5.93%
United States 2.79%
6.84%
Mexico 4.40%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.91%
United Kingdom 14.48%
39.43%
France 5.37%
Germany 6.56%
Ireland 11.44%
Netherlands 10.25%
Switzerland 5.81%
0.00%
0.00%
Greater Asia 29.32%
Japan 6.16%
1.53%
Australia 1.53%
12.96%
Hong Kong 8.38%
Taiwan 4.57%
8.67%
China 1.95%
India 6.72%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
31.47%
Materials
2.34%
Consumer Discretionary
13.54%
Financials
15.59%
Real Estate
0.00%
Sensitive
40.16%
Communication Services
4.55%
Energy
0.00%
Industrials
11.32%
Information Technology
24.29%
Defensive
28.37%
Consumer Staples
12.02%
Health Care
16.35%
Utilities
0.00%
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