Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.76%
Stock 98.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 19.67%
Mid 49.44%
Small 30.90%
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Region Exposure

% Developed Markets: 85.23%    % Emerging Markets: 14.93%    % Unidentified Markets: -0.17%

Americas 23.43%
17.72%
Canada 14.61%
United States 3.11%
5.72%
Brazil 4.03%
Mexico 0.59%
Peru 1.10%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.07%
United Kingdom 5.91%
21.43%
Austria 0.69%
Belgium 0.00%
Denmark 1.03%
Finland 1.18%
France 1.70%
Germany 4.89%
Greece 1.45%
Ireland 0.00%
Italy 0.73%
Netherlands 1.37%
Norway 1.81%
Spain 1.53%
Sweden 1.47%
Switzerland 3.59%
0.00%
Poland 0.00%
3.73%
Israel 3.73%
Greater Asia 45.66%
Japan 19.07%
8.03%
Australia 8.03%
9.34%
Hong Kong 0.81%
Singapore 0.00%
South Korea 4.02%
Taiwan 4.51%
9.22%
China 3.10%
India 5.57%
Malaysia 0.54%
Unidentified Region -0.17%

Stock Sector Exposure

Cyclical
41.52%
Materials
10.32%
Consumer Discretionary
17.40%
Financials
13.79%
Real Estate
0.00%
Sensitive
50.50%
Communication Services
1.58%
Energy
3.81%
Industrials
28.86%
Information Technology
16.25%
Defensive
7.28%
Consumer Staples
3.68%
Health Care
3.60%
Utilities
0.00%
Not Classified
0.70%
Non Classified Equity
0.70%
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