Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.16%
Stock 98.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
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Market Capitalization

As of October 31, 2025
Large 73.76%
Mid 18.19%
Small 8.05%
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Region Exposure

% Developed Markets: 97.32%    % Emerging Markets: 2.32%    % Unidentified Markets: 0.37%

Americas 26.53%
26.53%
Canada 1.15%
United States 25.38%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.98%
United Kingdom 12.24%
28.74%
Denmark 2.82%
Finland 9.10%
France 3.04%
Germany 1.94%
Ireland 3.19%
Norway 0.99%
Switzerland 4.66%
0.00%
0.00%
Greater Asia 32.12%
Japan 15.14%
0.00%
14.66%
Hong Kong 4.04%
Singapore 3.90%
South Korea 4.64%
Taiwan 2.09%
2.32%
India 2.32%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
40.62%
Materials
10.02%
Consumer Discretionary
9.84%
Financials
20.76%
Real Estate
0.00%
Sensitive
46.58%
Communication Services
4.61%
Energy
4.06%
Industrials
17.70%
Information Technology
20.21%
Defensive
12.80%
Consumer Staples
2.05%
Health Care
10.75%
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