Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.31%
Stock 97.83%
Bond 1.27%
Convertible 0.00%
Preferred 0.58%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 6.22%
Mid 15.28%
Small 78.50%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.94%    % Emerging Markets: 6.03%    % Unidentified Markets: 0.03%

Americas 51.97%
50.28%
Canada 1.79%
United States 48.49%
1.69%
Chile 0.58%
Mexico 0.39%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.16%
United Kingdom 8.63%
15.52%
Austria 0.84%
Belgium 0.45%
Denmark 1.11%
Finland 0.87%
France 1.75%
Germany 3.44%
Ireland 0.51%
Italy 0.63%
Spain 0.81%
Sweden 4.77%
Switzerland 0.35%
0.00%
0.00%
South Africa 0.00%
Greater Asia 23.84%
Japan 9.17%
2.38%
Australia 2.38%
8.03%
South Korea 2.00%
Taiwan 6.03%
4.26%
China 1.37%
India 2.88%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
34.64%
Materials
3.80%
Consumer Discretionary
11.12%
Financials
16.73%
Real Estate
3.00%
Sensitive
48.62%
Communication Services
3.39%
Energy
1.37%
Industrials
26.68%
Information Technology
17.19%
Defensive
14.71%
Consumer Staples
2.11%
Health Care
11.86%
Utilities
0.73%
Not Classified
2.03%
Non Classified Equity
0.53%
Not Classified - Non Equity
1.50%
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