Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.44%
Stock 98.09%
Bond 0.79%
Convertible 0.00%
Preferred 0.28%
Other 0.40%
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Market Capitalization

As of October 31, 2025
Large 85.10%
Mid 14.12%
Small 0.78%
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Region Exposure

% Developed Markets: 99.19%    % Emerging Markets: 0.08%    % Unidentified Markets: 0.73%

Americas 1.01%
0.94%
United States 0.94%
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 65.43%
United Kingdom 14.17%
50.22%
Austria 0.23%
Belgium 0.80%
Denmark 1.80%
Finland 1.12%
France 9.73%
Germany 9.36%
Ireland 0.86%
Italy 3.02%
Netherlands 6.05%
Norway 0.55%
Portugal 0.19%
Spain 3.41%
Sweden 3.07%
Switzerland 9.36%
0.00%
1.04%
Israel 1.04%
Greater Asia 32.83%
Japan 22.43%
6.69%
Australia 6.43%
3.68%
Hong Kong 1.95%
Singapore 1.70%
0.03%
China 0.03%
Unidentified Region 0.73%

Stock Sector Exposure

Cyclical
41.10%
Materials
5.60%
Consumer Discretionary
9.96%
Financials
24.03%
Real Estate
1.52%
Sensitive
36.61%
Communication Services
4.96%
Energy
3.25%
Industrials
19.37%
Information Technology
9.03%
Defensive
21.97%
Consumer Staples
7.48%
Health Care
10.92%
Utilities
3.57%
Not Classified
0.32%
Non Classified Equity
0.32%
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