Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.08%
Stock 99.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.30%
Other -0.05%
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Market Capitalization

As of October 31, 2025
Large 85.30%
Mid 13.95%
Small 0.75%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.09%    % Unidentified Markets: -0.13%

Americas 0.27%
0.21%
Canada 0.07%
United States 0.13%
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 66.45%
United Kingdom 14.37%
51.02%
Austria 0.23%
Belgium 0.81%
Denmark 1.83%
Finland 1.14%
France 9.88%
Germany 9.51%
Ireland 0.87%
Italy 3.06%
Netherlands 6.15%
Norway 0.56%
Portugal 0.20%
Spain 3.46%
Sweden 3.13%
Switzerland 9.50%
0.00%
1.07%
Israel 1.07%
Greater Asia 33.41%
Japan 22.83%
6.80%
Australia 6.54%
3.74%
Hong Kong 1.98%
Singapore 1.73%
0.04%
China 0.04%
Unidentified Region -0.13%

Stock Sector Exposure

Cyclical
41.11%
Materials
5.60%
Consumer Discretionary
9.97%
Financials
24.02%
Real Estate
1.52%
Sensitive
36.61%
Communication Services
4.96%
Energy
3.25%
Industrials
19.37%
Information Technology
9.03%
Defensive
21.96%
Consumer Staples
7.49%
Health Care
10.90%
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