Asset Allocation

As of October 31, 2025.
Type % Net
Cash 6.33%
Stock 91.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.71%
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Market Capitalization

As of October 31, 2025
Large 81.19%
Mid 16.62%
Small 2.19%
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Region Exposure

% Developed Markets: 88.50%    % Emerging Markets: 3.84%    % Unidentified Markets: 7.66%

Americas 4.02%
4.02%
Canada 3.83%
United States 0.19%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.30%
United Kingdom 21.90%
40.40%
Denmark 1.24%
France 7.64%
Germany 8.11%
Ireland 5.16%
Netherlands 10.55%
Norway 1.65%
Portugal 1.70%
Sweden 1.38%
Switzerland 2.98%
0.00%
0.00%
Greater Asia 26.01%
Japan 11.13%
0.00%
11.05%
Hong Kong 4.74%
South Korea 2.66%
Taiwan 3.65%
3.84%
China 1.58%
India 2.26%
Unidentified Region 7.66%

Stock Sector Exposure

Cyclical
39.53%
Materials
7.92%
Consumer Discretionary
11.27%
Financials
20.34%
Real Estate
0.00%
Sensitive
38.96%
Communication Services
4.81%
Energy
7.81%
Industrials
15.21%
Information Technology
11.12%
Defensive
19.59%
Consumer Staples
4.74%
Health Care
10.21%
Utilities
4.64%
Not Classified
1.92%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.92%
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