Asset Allocation

As of October 31, 2025.
Type % Net
Cash 10.80%
Stock 88.48%
Bond 0.74%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

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

% Developed Markets: 82.41%    % Emerging Markets: 6.81%    % Unidentified Markets: 10.78%

Americas 62.14%
60.51%
Canada 1.25%
United States 59.27%
1.62%
Brazil 1.61%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.08%
United Kingdom 1.37%
7.71%
Germany 3.49%
Ireland 0.11%
Netherlands 0.01%
Spain 1.57%
Switzerland 0.02%
0.00%
-0.00%
Israel -0.00%
Greater Asia 18.00%
Japan 7.02%
0.00%
5.79%
Hong Kong 2.48%
Singapore 1.07%
Taiwan 2.24%
5.20%
China 3.90%
India 1.30%
Thailand -0.00%
Unidentified Region 10.78%

Stock Sector Exposure

Cyclical
24.81%
Materials
0.09%
Consumer Discretionary
8.51%
Financials
16.06%
Real Estate
0.14%
Sensitive
61.57%
Communication Services
17.57%
Energy
1.72%
Industrials
12.17%
Information Technology
30.10%
Defensive
12.90%
Consumer Staples
4.23%
Health Care
8.57%
Utilities
0.10%
Not Classified
0.72%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.72%
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