Asset Allocation

As of October 31, 2025.
Type % Net
Cash 7.14%
Stock 93.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.38%
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Market Capitalization

As of October 31, 2025
Large 69.52%
Mid 23.20%
Small 7.28%
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Region Exposure

% Developed Markets: 91.16%    % Emerging Markets: 5.60%    % Unidentified Markets: 3.24%

Americas 4.07%
4.07%
Canada 1.04%
United States 3.03%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.92%
United Kingdom 32.48%
36.44%
Denmark 1.71%
France 10.01%
Ireland 4.25%
Netherlands 10.59%
Portugal 2.12%
Sweden 1.53%
Switzerland 5.70%
0.00%
0.00%
Greater Asia 23.77%
Japan 4.81%
0.00%
13.36%
Hong Kong 4.97%
South Korea 4.44%
Taiwan 3.96%
5.60%
China 2.68%
India 2.93%
Unidentified Region 3.24%

Stock Sector Exposure

Cyclical
37.69%
Materials
5.12%
Consumer Discretionary
14.44%
Financials
18.14%
Real Estate
0.00%
Sensitive
38.27%
Communication Services
2.87%
Energy
9.16%
Industrials
12.79%
Information Technology
13.44%
Defensive
24.04%
Consumer Staples
10.94%
Health Care
9.84%
Utilities
3.26%
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