Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.35%
Stock 97.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.20%
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Market Capitalization

As of October 31, 2025
Large 77.03%
Mid 15.20%
Small 7.77%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.20%

Americas 70.57%
70.57%
Canada 3.07%
United States 67.49%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.87%
United Kingdom 6.86%
16.01%
Austria 0.69%
Belgium 0.27%
Denmark 0.78%
France 2.89%
Germany 2.14%
Ireland 3.40%
Netherlands 4.23%
Spain 0.47%
Sweden 0.34%
Switzerland 0.29%
0.00%
0.00%
Greater Asia 6.77%
Japan 5.11%
0.00%
1.66%
Hong Kong 0.66%
Singapore 0.46%
Taiwan 0.54%
0.00%
Unidentified Region -0.20%

Stock Sector Exposure

Cyclical
29.22%
Materials
3.27%
Consumer Discretionary
8.31%
Financials
16.03%
Real Estate
1.61%
Sensitive
54.73%
Communication Services
9.61%
Energy
3.46%
Industrials
12.35%
Information Technology
29.32%
Defensive
16.05%
Consumer Staples
2.39%
Health Care
10.66%
Utilities
2.99%
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