Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.89%
Stock 97.07%
Bond 2.04%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 84.54%
Mid 13.33%
Small 2.13%
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Region Exposure

% Developed Markets: 95.40%    % Emerging Markets: 4.35%    % Unidentified Markets: 0.24%

Americas 70.01%
70.01%
Canada 6.49%
United States 63.52%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.05%
United Kingdom 7.57%
10.48%
Denmark 0.21%
France 3.89%
Germany 0.96%
Ireland 0.99%
Italy 0.89%
Netherlands 1.68%
Spain 0.75%
Sweden 1.11%
0.00%
0.00%
Greater Asia 11.69%
Japan 4.89%
0.00%
2.45%
South Korea 0.00%
Taiwan 2.45%
4.35%
China 3.67%
India 0.69%
Unidentified Region 0.24%

Stock Sector Exposure

Cyclical
29.48%
Materials
4.06%
Consumer Discretionary
9.96%
Financials
15.42%
Real Estate
0.03%
Sensitive
55.96%
Communication Services
7.95%
Energy
2.00%
Industrials
18.00%
Information Technology
28.02%
Defensive
11.69%
Consumer Staples
3.78%
Health Care
6.07%
Utilities
1.84%
Not Classified
2.88%
Non Classified Equity
0.01%
Not Classified - Non Equity
2.87%
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