Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.69%
Stock 97.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.89%
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Market Capitalization

As of October 31, 2025
Large 74.44%
Mid 23.02%
Small 2.55%
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Region Exposure

% Developed Markets: 88.87%    % Emerging Markets: 10.23%    % Unidentified Markets: 0.89%

Americas 8.19%
3.57%
Canada 3.19%
United States 0.38%
4.62%
Brazil 2.22%
Mexico 2.40%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.73%
United Kingdom 21.37%
33.65%
Denmark 1.18%
Finland 2.05%
France 9.30%
Germany 5.09%
Italy 1.65%
Netherlands 6.97%
Portugal 0.72%
Spain 1.72%
Sweden 2.71%
Switzerland 2.25%
0.00%
1.70%
South Africa 1.00%
United Arab Emirates 0.71%
Greater Asia 34.19%
Japan 16.87%
1.80%
Australia 1.80%
10.90%
Hong Kong 0.46%
Singapore 0.90%
South Korea 3.01%
Taiwan 6.52%
4.61%
China 3.00%
India 0.66%
Indonesia 0.95%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
39.24%
Materials
2.87%
Consumer Discretionary
11.84%
Financials
21.85%
Real Estate
2.69%
Sensitive
39.60%
Communication Services
2.69%
Energy
2.46%
Industrials
17.16%
Information Technology
17.28%
Defensive
21.16%
Consumer Staples
7.38%
Health Care
12.42%
Utilities
1.36%
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