Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.41%
Stock 95.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 82.64%
Mid 17.17%
Small 0.18%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 4.20%
4.20%
Canada 4.20%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.98%
United Kingdom 16.87%
48.98%
Denmark 1.91%
Finland 0.69%
France 9.42%
Germany 9.71%
Ireland 0.92%
Italy 3.56%
Netherlands 5.37%
Norway 0.60%
Portugal 0.13%
Spain 4.26%
Sweden 2.46%
Switzerland 9.95%
0.00%
1.13%
Israel 1.13%
Greater Asia 28.79%
Japan 22.22%
4.33%
Australia 4.33%
2.24%
Hong Kong 1.48%
Singapore 0.75%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
39.85%
Materials
5.07%
Consumer Discretionary
10.14%
Financials
23.60%
Real Estate
1.05%
Sensitive
36.60%
Communication Services
4.22%
Energy
3.27%
Industrials
18.05%
Information Technology
11.06%
Defensive
22.94%
Consumer Staples
8.11%
Health Care
11.60%
Utilities
3.23%
Not Classified
0.60%
Non Classified Equity
0.60%
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