Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.08%
Stock 97.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 1.64%
Mid 16.23%
Small 82.13%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 63.81%
63.81%
Canada 3.34%
United States 60.47%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.10%
United Kingdom 5.33%
16.78%
Denmark 2.36%
Finland 1.93%
France 2.18%
Germany 4.45%
Greece 0.79%
Italy 0.50%
Netherlands 0.85%
Norway 1.54%
Sweden 0.79%
Switzerland 1.38%
0.00%
0.00%
Greater Asia 14.09%
Japan 13.28%
0.80%
Australia 0.80%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
23.71%
Materials
1.99%
Consumer Discretionary
9.78%
Financials
10.31%
Real Estate
1.63%
Sensitive
63.24%
Communication Services
3.70%
Energy
2.90%
Industrials
36.91%
Information Technology
19.73%
Defensive
13.05%
Consumer Staples
5.67%
Health Care
7.38%
Utilities
0.00%
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