Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 99.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.10%
Other 0.15%
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Market Capitalization

As of October 31, 2025
Large 84.65%
Mid 11.82%
Small 3.52%
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Region Exposure

% Developed Markets: 92.69%    % Emerging Markets: 6.24%    % Unidentified Markets: 1.07%

Americas 17.48%
17.02%
Canada 15.71%
United States 1.31%
0.46%
Brazil 0.00%
Colombia 0.04%
Mexico 0.42%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.85%
United Kingdom 7.80%
34.00%
Belgium 0.92%
Denmark 3.19%
Finland 0.08%
France 5.39%
Germany 5.19%
Ireland 0.44%
Italy 0.37%
Netherlands 0.60%
Norway 0.06%
Sweden 1.91%
Switzerland 15.86%
0.01%
Turkey 0.01%
0.04%
Israel 0.00%
Saudi Arabia 0.04%
South Africa 0.00%
Greater Asia 39.60%
Japan 29.21%
2.08%
Australia 1.79%
2.58%
Hong Kong 2.11%
South Korea 0.02%
Taiwan 0.44%
5.73%
China -0.04%
India 5.01%
Indonesia 0.58%
Malaysia 0.04%
Philippines 0.15%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
34.14%
Materials
4.15%
Consumer Discretionary
5.99%
Financials
22.97%
Real Estate
1.02%
Sensitive
36.45%
Communication Services
1.45%
Energy
2.60%
Industrials
20.22%
Information Technology
12.19%
Defensive
29.12%
Consumer Staples
11.63%
Health Care
16.36%
Utilities
1.13%
Not Classified
0.29%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.15%
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