Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.98%
Stock 87.80%
Bond 2.04%
Convertible 0.00%
Preferred 0.36%
Other 3.81%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 84.73%    % Emerging Markets: 5.56%    % Unidentified Markets: 9.71%

Americas 64.90%
64.06%
Canada 3.13%
United States 60.93%
0.84%
Brazil 0.68%
Mexico 0.04%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.88%
United Kingdom 2.25%
8.62%
Belgium 0.32%
Denmark 0.14%
Finland 0.42%
France 1.54%
Germany 1.03%
Greece 0.13%
Ireland 1.38%
Italy 0.93%
Netherlands 0.35%
Norway 0.05%
Spain 0.58%
Sweden 0.09%
Switzerland 1.66%
0.25%
Czech Republic 0.25%
0.75%
Israel -0.01%
Saudi Arabia 0.27%
South Africa 0.29%
United Arab Emirates 0.19%
Greater Asia 13.51%
Japan 3.65%
0.18%
Australia 0.17%
5.65%
Hong Kong 1.59%
Singapore 0.13%
South Korea 1.82%
Taiwan 2.11%
4.03%
China 2.56%
India 1.27%
Indonesia 0.13%
Philippines 0.09%
Thailand -0.01%
Unidentified Region 9.71%

Stock Sector Exposure

Cyclical
27.76%
Materials
3.15%
Consumer Discretionary
8.62%
Financials
13.76%
Real Estate
2.24%
Sensitive
52.23%
Communication Services
9.73%
Energy
4.40%
Industrials
14.59%
Information Technology
23.52%
Defensive
14.98%
Consumer Staples
4.04%
Health Care
6.73%
Utilities
4.21%
Not Classified
5.02%
Non Classified Equity
0.01%
Not Classified - Non Equity
5.01%
As of October 31, 2025
View Region Exposure
Start Trial

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