Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.20%
Stock 96.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 4.56%
Mid 22.88%
Small 72.56%
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Region Exposure

% Developed Markets: 94.86%    % Emerging Markets: 5.18%    % Unidentified Markets: -0.04%

Americas 62.25%
62.25%
Canada 2.78%
United States 59.48%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.13%
United Kingdom 5.63%
4.44%
Belgium 1.09%
Italy 0.96%
Sweden 2.40%
0.00%
5.06%
Israel 5.06%
Greater Asia 22.66%
Japan 12.55%
1.70%
Australia 1.70%
3.23%
South Korea 0.60%
Taiwan 2.62%
5.18%
India 5.18%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
31.39%
Materials
4.76%
Consumer Discretionary
9.76%
Financials
16.87%
Real Estate
0.00%
Sensitive
53.77%
Communication Services
1.04%
Energy
0.00%
Industrials
33.88%
Information Technology
18.84%
Defensive
14.84%
Consumer Staples
5.09%
Health Care
9.76%
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