Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.72%
Stock 95.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 92.73%    % Emerging Markets: 2.56%    % Unidentified Markets: 4.72%

Americas 57.96%
57.96%
Canada 0.00%
United States 57.96%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.04%
United Kingdom 8.31%
15.31%
Belgium 0.48%
France 2.44%
Germany 2.24%
Greece 0.45%
Ireland 2.31%
Netherlands 1.29%
Switzerland 6.12%
1.08%
Czech Republic 1.08%
0.34%
South Africa 0.34%
Greater Asia 12.28%
Japan 4.92%
0.00%
6.22%
Hong Kong 3.88%
South Korea 2.33%
1.14%
China 1.01%
Thailand 0.13%
Unidentified Region 4.72%

Stock Sector Exposure

Cyclical
31.17%
Materials
4.55%
Consumer Discretionary
5.85%
Financials
19.61%
Real Estate
1.16%
Sensitive
46.07%
Communication Services
8.82%
Energy
5.87%
Industrials
14.81%
Information Technology
16.57%
Defensive
22.76%
Consumer Staples
10.00%
Health Care
12.75%
Utilities
0.01%
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