Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.55%
Stock 97.89%
Bond 0.00%
Convertible 0.00%
Preferred 0.46%
Other 0.11%
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Market Capitalization

As of October 31, 2025
Large 81.30%
Mid 18.31%
Small 0.39%
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Region Exposure

% Developed Markets: 99.66%    % Emerging Markets: 0.31%    % Unidentified Markets: 0.03%

Americas 1.38%
1.38%
Canada 1.38%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.26%
United Kingdom 17.40%
48.72%
Austria 0.19%
Denmark 1.54%
Finland 1.41%
France 10.35%
Germany 8.73%
Ireland 1.67%
Italy 3.10%
Netherlands 4.88%
Norway 0.95%
Spain 4.26%
Sweden 1.44%
Switzerland 9.56%
0.00%
1.15%
Israel 1.15%
Greater Asia 31.34%
Japan 22.94%
5.09%
Australia 4.84%
3.00%
Hong Kong 1.92%
Singapore 1.08%
0.31%
China 0.31%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
39.74%
Materials
4.89%
Consumer Discretionary
11.29%
Financials
22.12%
Real Estate
1.44%
Sensitive
35.88%
Communication Services
3.93%
Energy
2.57%
Industrials
19.40%
Information Technology
9.98%
Defensive
24.27%
Consumer Staples
7.89%
Health Care
12.43%
Utilities
3.96%
Not Classified
0.11%
Non Classified Equity
0.11%
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