Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.44%
Stock 94.26%
Bond 0.00%
Convertible 0.00%
Preferred 1.42%
Other 0.88%
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Market Capitalization

As of October 31, 2025
Large 9.91%
Mid 19.79%
Small 70.31%
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Region Exposure

% Developed Markets: 88.91%    % Emerging Markets: 11.09%    % Unidentified Markets: 0.00%

Americas 49.93%
42.40%
Canada 10.60%
United States 31.80%
7.53%
Brazil 2.56%
Mexico 4.97%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.59%
United Kingdom 8.40%
26.88%
Austria 0.56%
Belgium 0.75%
France 6.16%
Germany 1.83%
Ireland 2.95%
Netherlands 0.77%
Spain 3.76%
Switzerland 3.79%
1.31%
0.00%
Greater Asia 13.48%
Japan 3.92%
0.00%
7.96%
Hong Kong 3.72%
South Korea 4.24%
1.59%
Indonesia 1.59%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
21.97%
Materials
4.47%
Consumer Discretionary
7.42%
Financials
6.73%
Real Estate
3.35%
Sensitive
53.84%
Communication Services
5.55%
Energy
5.80%
Industrials
34.42%
Information Technology
8.07%
Defensive
24.19%
Consumer Staples
12.52%
Health Care
11.15%
Utilities
0.52%
Not Classified
0.01%
Non Classified Equity
0.01%
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