Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.79%
Stock 97.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 84.32%
Mid 10.91%
Small 4.77%
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Region Exposure

% Developed Markets: 94.60%    % Emerging Markets: 2.61%    % Unidentified Markets: 2.79%

Americas 59.13%
59.13%
Canada 0.00%
United States 59.13%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.55%
United Kingdom 8.48%
15.62%
Belgium 0.49%
France 2.49%
Germany 2.28%
Greece 0.45%
Ireland 2.35%
Netherlands 1.32%
Switzerland 6.24%
1.10%
Czech Republic 1.10%
0.35%
South Africa 0.35%
Greater Asia 12.53%
Japan 5.02%
0.00%
6.34%
Hong Kong 3.96%
South Korea 2.38%
1.16%
China 1.03%
Thailand 0.13%
Unidentified Region 2.79%

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