Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.76%
Stock 94.51%
Bond 0.06%
Convertible 0.00%
Preferred 0.65%
Other 0.03%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 73.96%
Mid 20.83%
Small 5.21%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.20%    % Emerging Markets: 10.76%    % Unidentified Markets: 0.04%

Americas 64.93%
63.28%
Canada 1.71%
United States 61.57%
1.65%
Brazil 0.72%
Mexico -0.17%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.67%
United Kingdom 0.77%
12.05%
Belgium 0.25%
Denmark 0.62%
Finland 0.52%
France 0.80%
Germany 1.50%
Ireland 1.39%
Italy 0.25%
Netherlands 2.41%
Norway 0.47%
Spain 0.19%
Sweden 0.29%
Switzerland 3.25%
0.04%
Poland 0.04%
0.81%
Israel 0.28%
Saudi Arabia 0.32%
South Africa 0.21%
Greater Asia 21.35%
Japan 8.85%
-0.04%
Australia -0.04%
3.17%
Hong Kong 0.88%
Singapore -0.17%
South Korea 0.42%
Taiwan 2.03%
9.37%
China 6.28%
India 3.09%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
21.64%
Materials
0.32%
Consumer Discretionary
9.11%
Financials
12.46%
Real Estate
-0.25%
Sensitive
51.66%
Communication Services
17.92%
Energy
1.18%
Industrials
10.71%
Information Technology
21.84%
Defensive
26.57%
Consumer Staples
9.55%
Health Care
13.64%
Utilities
3.37%
Not Classified
0.13%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.12%
As of October 31, 2025
View Region Exposure
Start Trial

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