Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.96%
Stock 98.51%
Bond 0.74%
Convertible 0.00%
Preferred 0.00%
Other -0.22%
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Market Capitalization

As of October 31, 2025
Large 82.34%
Mid 17.66%
Small 0.00%
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Region Exposure

% Developed Markets: 91.83%    % Emerging Markets: 7.46%    % Unidentified Markets: 0.72%

Americas 54.63%
52.23%
United States 52.23%
2.40%
Brazil 2.40%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.43%
United Kingdom 11.12%
22.31%
France 2.98%
Germany 5.16%
Ireland 5.28%
Netherlands 3.56%
Sweden 2.34%
Switzerland 2.99%
0.00%
0.00%
Greater Asia 11.22%
Japan 0.00%
0.00%
6.16%
Hong Kong 2.93%
Taiwan 3.23%
5.06%
India 2.88%
Indonesia 2.18%
Unidentified Region 0.72%

Stock Sector Exposure

Cyclical
37.61%
Materials
1.44%
Consumer Discretionary
3.97%
Financials
32.20%
Real Estate
0.00%
Sensitive
49.13%
Communication Services
7.82%
Energy
0.00%
Industrials
18.55%
Information Technology
22.75%
Defensive
11.60%
Consumer Staples
3.72%
Health Care
7.88%
Utilities
0.00%
Not Classified
1.66%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.66%
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