Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.63%
Stock 98.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 97.41%
Mid 2.37%
Small 0.22%
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Region Exposure

% Developed Markets: 94.81%    % Emerging Markets: 5.14%    % Unidentified Markets: 0.05%

Americas 10.35%
9.48%
Canada 9.40%
United States 0.08%
0.87%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.24%
United Kingdom 15.16%
46.73%
Belgium 2.37%
Denmark 0.66%
France 11.13%
Germany 7.88%
Ireland 1.64%
Italy 6.27%
Netherlands 8.16%
Spain 3.70%
Sweden 0.86%
Switzerland 4.05%
0.00%
1.35%
Israel 1.35%
Greater Asia 26.36%
Japan 15.19%
1.98%
Australia 1.98%
4.91%
Singapore 2.77%
Taiwan 2.14%
4.27%
China 4.27%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
34.67%
Materials
2.79%
Consumer Discretionary
14.32%
Financials
17.56%
Real Estate
0.00%
Sensitive
41.59%
Communication Services
3.87%
Energy
0.00%
Industrials
20.42%
Information Technology
17.30%
Defensive
23.74%
Consumer Staples
8.56%
Health Care
13.46%
Utilities
1.73%
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