Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.64%
Stock 97.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.07%

Americas 64.21%
64.21%
Canada 3.87%
United States 60.34%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.43%
United Kingdom 4.62%
17.81%
Denmark 1.30%
France 3.75%
Ireland 1.92%
Italy 0.85%
Netherlands 4.79%
Spain 2.34%
Switzerland 2.87%
0.00%
0.00%
Greater Asia 13.42%
Japan 3.76%
1.13%
Australia 1.13%
8.53%
Hong Kong 3.91%
Taiwan 4.62%
0.00%
Unidentified Region -0.07%

Stock Sector Exposure

Cyclical
35.65%
Materials
4.39%
Consumer Discretionary
20.33%
Financials
10.94%
Real Estate
0.00%
Sensitive
39.89%
Communication Services
0.87%
Energy
0.00%
Industrials
9.81%
Information Technology
29.21%
Defensive
24.46%
Consumer Staples
4.53%
Health Care
19.93%
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