Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.54%
Stock 98.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

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

% Developed Markets: 99.53%    % Emerging Markets: 0.50%    % Unidentified Markets: -0.02%

Americas 65.36%
65.11%
Canada 2.12%
United States 62.98%
0.25%
Brazil 0.04%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.92%
United Kingdom 3.79%
9.13%
Belgium 1.67%
France 2.27%
Germany 1.80%
Spain 0.81%
Sweden 1.51%
Switzerland 1.06%
0.00%
0.00%
Greater Asia 21.75%
Japan 8.74%
6.56%
Australia 6.56%
6.23%
Hong Kong 3.08%
Singapore 3.15%
0.21%
China 0.21%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
97.61%
Materials
0.00%
Consumer Discretionary
0.57%
Financials
0.00%
Real Estate
97.04%
Sensitive
0.41%
Communication Services
0.19%
Energy
0.00%
Industrials
0.00%
Information Technology
0.22%
Defensive
0.12%
Consumer Staples
0.00%
Health Care
0.12%
Utilities
0.00%
Not Classified
1.87%
Non Classified Equity
1.87%
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