Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.15%
Stock 94.44%
Bond 0.00%
Convertible 0.00%
Preferred 0.97%
Other 4.45%
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Market Capitalization

As of October 31, 2025
Large 95.91%
Mid 4.09%
Small 0.00%
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Region Exposure

% Developed Markets: 92.81%    % Emerging Markets: 2.61%    % Unidentified Markets: 4.58%

Americas 1.66%
0.01%
United States 0.01%
1.65%
Brazil 0.97%
Mexico 0.67%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.32%
United Kingdom 14.01%
51.31%
Denmark 2.72%
Finland 1.39%
France 7.60%
Germany 9.50%
Ireland 3.22%
Italy 2.07%
Netherlands 8.68%
Spain 6.68%
Switzerland 9.45%
0.00%
0.00%
Greater Asia 28.44%
Japan 21.79%
3.29%
Australia 3.29%
2.40%
South Korea 1.24%
Taiwan 1.16%
0.97%
India 0.74%
Indonesia 0.23%
Unidentified Region 4.58%

Stock Sector Exposure

Cyclical
42.47%
Materials
11.09%
Consumer Discretionary
8.05%
Financials
23.33%
Real Estate
0.00%
Sensitive
35.98%
Communication Services
3.43%
Energy
4.11%
Industrials
19.20%
Information Technology
9.23%
Defensive
21.55%
Consumer Staples
5.38%
Health Care
11.98%
Utilities
4.19%
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