Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.80%
Stock 98.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 73.10%
Mid 10.59%
Small 16.30%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.30%    % Emerging Markets: 7.70%    % Unidentified Markets: 0.00%

Americas 70.37%
63.19%
Canada 4.30%
United States 58.89%
7.18%
Brazil 2.81%
Chile 0.00%
Colombia 0.00%
Mexico 1.54%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.77%
United Kingdom 10.35%
12.32%
Austria 1.23%
Denmark 0.61%
France 3.99%
Germany 1.25%
Greece 0.00%
Ireland 1.86%
Italy 1.18%
Netherlands 0.85%
Sweden 1.34%
Switzerland 0.00%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.00%
0.08%
Egypt 0.00%
Qatar 0.01%
Saudi Arabia 0.03%
South Africa 0.03%
United Arab Emirates 0.01%
Greater Asia 6.85%
Japan 0.00%
0.00%
Australia 0.00%
3.59%
Hong Kong 0.99%
Singapore 0.71%
South Korea 0.12%
Taiwan 1.78%
3.26%
China 1.71%
India 0.14%
Indonesia 1.39%
Malaysia 0.01%
Philippines 0.00%
Thailand 0.01%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
41.14%
Materials
4.64%
Consumer Discretionary
8.68%
Financials
23.89%
Real Estate
3.93%
Sensitive
37.30%
Communication Services
5.53%
Energy
3.58%
Industrials
10.42%
Information Technology
17.77%
Defensive
20.72%
Consumer Staples
6.70%
Health Care
9.88%
Utilities
4.14%
Not Classified
0.85%
Non Classified Equity
0.84%
Not Classified - Non Equity
0.01%
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