Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.66%
Stock 98.50%
Bond 0.53%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
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Market Capitalization

As of October 31, 2025
Large 75.22%
Mid 16.02%
Small 8.76%
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Region Exposure

% Developed Markets: 82.39%    % Emerging Markets: 17.06%    % Unidentified Markets: 0.55%

Americas 11.28%
8.41%
Canada 6.72%
United States 1.69%
2.87%
Brazil 1.23%
Chile 0.00%
Colombia 0.00%
Mexico 1.38%
Peru 0.27%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.95%
United Kingdom 12.74%
29.71%
Austria 1.47%
Belgium 0.83%
Denmark 1.10%
Finland 0.30%
France 5.33%
Germany 5.61%
Greece 0.63%
Ireland 1.09%
Italy 0.86%
Netherlands 3.42%
Norway 1.03%
Portugal 0.23%
Spain 1.46%
Sweden 1.52%
Switzerland 4.81%
0.69%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.45%
1.81%
Egypt 0.00%
Israel 0.32%
Saudi Arabia 0.38%
South Africa 0.66%
United Arab Emirates 0.45%
Greater Asia 43.21%
Japan 14.20%
2.27%
Australia 2.19%
14.29%
Hong Kong 3.10%
Singapore 1.08%
South Korea 3.50%
Taiwan 6.60%
12.46%
China 6.15%
India 4.67%
Indonesia 1.03%
Kazakhstan 0.33%
Thailand 0.28%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
40.51%
Materials
5.58%
Consumer Discretionary
10.21%
Financials
23.14%
Real Estate
1.57%
Sensitive
38.75%
Communication Services
5.63%
Energy
3.48%
Industrials
14.22%
Information Technology
15.43%
Defensive
19.23%
Consumer Staples
7.58%
Health Care
9.00%
Utilities
2.65%
Not Classified
1.51%
Non Classified Equity
0.52%
Not Classified - Non Equity
1.00%
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