Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.64%
Stock 98.13%
Bond 0.00%
Convertible 0.00%
Preferred 0.29%
Other 0.94%
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Market Capitalization

As of October 31, 2025
Large 85.04%
Mid 14.18%
Small 0.78%
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Region Exposure

% Developed Markets: 99.05%    % Emerging Markets: 0.09%    % Unidentified Markets: 0.86%

Americas 0.79%
0.73%
Canada 0.00%
United States 0.73%
0.07%
Mexico 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.49%
United Kingdom 14.18%
50.26%
Austria 0.22%
Belgium 0.80%
Denmark 1.81%
Finland 1.12%
France 9.73%
Germany 9.37%
Ireland 0.86%
Italy 3.02%
Netherlands 6.04%
Norway 0.56%
Portugal 0.19%
Spain 3.41%
Sweden 3.08%
Switzerland 9.35%
0.00%
1.05%
Israel 1.05%
Greater Asia 32.86%
Japan 22.45%
6.69%
Australia 6.43%
3.69%
Hong Kong 1.96%
Singapore 1.70%
0.04%
China 0.04%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
41.10%
Materials
5.60%
Consumer Discretionary
9.96%
Financials
24.02%
Real Estate
1.52%
Sensitive
36.60%
Communication Services
4.96%
Energy
3.25%
Industrials
19.36%
Information Technology
9.03%
Defensive
21.99%
Consumer Staples
7.48%
Health Care
10.93%
Utilities
3.58%
Not Classified
0.31%
Non Classified Equity
0.31%
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