Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.03%
Stock 97.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.39%
Other 1.26%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.17%    % Emerging Markets: 0.59%    % Unidentified Markets: 2.24%

Americas 10.66%
10.59%
Canada 10.13%
United States 0.45%
0.07%
Mexico 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.76%
United Kingdom 11.47%
38.92%
Austria 0.31%
Belgium 0.75%
Denmark 1.50%
Finland 0.92%
France 7.20%
Germany 7.02%
Ireland 0.49%
Italy 2.64%
Netherlands 4.42%
Norway 0.57%
Portugal 0.16%
Spain 2.70%
Sweden 2.82%
Switzerland 7.18%
0.43%
Poland 0.42%
0.94%
Israel 0.94%
Greater Asia 35.34%
Japan 20.83%
6.20%
Australia 5.92%
8.20%
Hong Kong 1.55%
Singapore 1.18%
South Korea 5.44%
Taiwan 0.00%
0.10%
China 0.09%
Indonesia 0.00%
Thailand 0.01%
Unidentified Region 2.24%

Stock Sector Exposure

Cyclical
41.94%
Materials
7.08%
Consumer Discretionary
9.22%
Financials
23.10%
Real Estate
2.53%
Sensitive
38.16%
Communication Services
3.90%
Energy
4.38%
Industrials
18.68%
Information Technology
11.19%
Defensive
18.42%
Consumer Staples
6.45%
Health Care
8.76%
Utilities
3.22%
Not Classified
1.48%
Non Classified Equity
0.36%
Not Classified - Non Equity
1.12%
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