Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.83%
Stock 94.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 82.36%
Mid 14.03%
Small 3.61%
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Region Exposure

% Developed Markets: 86.22%    % Emerging Markets: 7.95%    % Unidentified Markets: 5.83%

Americas 62.77%
60.89%
Canada 1.45%
United States 59.43%
1.88%
Brazil 1.88%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.40%
United Kingdom 1.58%
8.82%
Germany 4.08%
Spain 1.83%
0.00%
0.00%
Greater Asia 21.00%
Japan 8.19%
0.00%
6.74%
Hong Kong 2.89%
Singapore 1.24%
Taiwan 2.62%
6.06%
China 4.55%
India 1.52%
Unidentified Region 5.83%

Stock Sector Exposure

Cyclical
25.25%
Materials
0.00%
Consumer Discretionary
8.66%
Financials
16.59%
Real Estate
0.00%
Sensitive
61.98%
Communication Services
18.01%
Energy
1.54%
Industrials
12.93%
Information Technology
29.50%
Defensive
12.78%
Consumer Staples
4.26%
Health Care
8.52%
Utilities
0.00%
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