Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.58%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.75%
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Market Capitalization

As of October 31, 2025
Large 64.34%
Mid 17.47%
Small 18.20%
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Region Exposure

% Developed Markets: 86.52%    % Emerging Markets: 13.36%    % Unidentified Markets: 0.12%

Americas 51.84%
50.60%
Canada 8.85%
United States 41.75%
1.24%
Brazil 0.08%
Peru 0.04%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.23%
United Kingdom 0.11%
19.24%
Denmark 1.16%
France 0.61%
Germany 0.06%
Greece 2.18%
Italy 1.39%
Netherlands 2.51%
Norway 0.05%
Spain 2.80%
Sweden 1.43%
Switzerland 7.07%
0.05%
Turkey 0.05%
1.84%
Israel 1.18%
South Africa 0.65%
Greater Asia 26.81%
Japan 1.44%
0.77%
Australia 0.77%
12.06%
Hong Kong 0.56%
Singapore 0.83%
South Korea 3.94%
Taiwan 6.74%
12.54%
China 9.19%
India 0.06%
Indonesia 0.09%
Malaysia 0.47%
Thailand 2.73%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
31.31%
Materials
2.59%
Consumer Discretionary
6.15%
Financials
22.57%
Real Estate
0.00%
Sensitive
45.12%
Communication Services
13.20%
Energy
5.79%
Industrials
9.37%
Information Technology
16.77%
Defensive
23.46%
Consumer Staples
3.35%
Health Care
20.09%
Utilities
0.03%
Not Classified
0.10%
Non Classified Equity
0.10%
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