Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.25%
Stock 99.34%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.59%
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Market Capitalization

As of October 31, 2025
Large 11.89%
Mid 24.33%
Small 63.79%
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Region Exposure

% Developed Markets: 86.85%    % Emerging Markets: 13.51%    % Unidentified Markets: -0.36%

Americas 57.50%
57.50%
Canada 8.79%
United States 48.71%
0.00%
Brazil 0.00%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.85%
United Kingdom 3.74%
3.40%
Belgium 1.02%
France 0.00%
Ireland 0.16%
Italy 0.66%
Sweden 1.56%
Switzerland 0.00%
0.00%
4.71%
Israel 4.69%
South Africa 0.01%
Greater Asia 31.01%
Japan 10.10%
1.68%
Australia 1.68%
5.73%
Singapore 0.00%
South Korea 1.06%
Taiwan 4.66%
13.50%
India 13.50%
Unidentified Region -0.36%

Stock Sector Exposure

Cyclical
32.65%
Materials
4.81%
Consumer Discretionary
8.78%
Financials
18.38%
Real Estate
0.68%
Sensitive
48.98%
Communication Services
0.55%
Energy
0.79%
Industrials
27.64%
Information Technology
19.99%
Defensive
18.38%
Consumer Staples
4.56%
Health Care
13.81%
Utilities
0.01%
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