Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.88%
Stock 90.25%
Bond 0.00%
Convertible 0.00%
Preferred 6.87%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 43.74%
Mid 19.96%
Small 36.30%
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Region Exposure

% Developed Markets: 83.50%    % Emerging Markets: 16.50%    % Unidentified Markets: 0.00%

Americas 43.97%
30.81%
Canada 4.24%
United States 26.57%
13.16%
Brazil 4.61%
Mexico 6.48%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.63%
United Kingdom 9.75%
28.25%
Austria 2.05%
France 6.46%
Germany 3.09%
Ireland 1.09%
Netherlands 1.79%
Spain 2.93%
Switzerland 3.51%
2.62%
0.00%
Greater Asia 15.40%
Japan 1.74%
0.00%
12.94%
Hong Kong 5.97%
South Korea 5.48%
Taiwan 1.50%
0.72%
Malaysia 0.72%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
30.70%
Materials
1.92%
Consumer Discretionary
11.42%
Financials
14.59%
Real Estate
2.78%
Sensitive
39.01%
Communication Services
10.29%
Energy
6.47%
Industrials
9.08%
Information Technology
13.18%
Defensive
29.52%
Consumer Staples
12.96%
Health Care
16.56%
Utilities
0.00%
Not Classified
0.78%
Non Classified Equity
0.78%
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