Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.63%
Stock 99.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
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Market Capitalization

As of October 31, 2025
Large 29.50%
Mid 43.72%
Small 26.78%
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Region Exposure

% Developed Markets: 96.27%    % Emerging Markets: 3.38%    % Unidentified Markets: 0.34%

Americas 33.39%
32.23%
Canada 3.29%
United States 28.93%
1.16%
Mexico 1.16%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.41%
United Kingdom 11.84%
22.56%
France 6.03%
Ireland 4.58%
Spain 1.71%
Sweden 2.54%
Switzerland 7.70%
0.00%
0.00%
Greater Asia 31.86%
Japan 24.46%
0.00%
5.18%
Singapore 5.18%
2.22%
China 2.22%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
13.95%
Materials
2.69%
Consumer Discretionary
4.96%
Financials
6.30%
Real Estate
0.00%
Sensitive
52.60%
Communication Services
2.24%
Energy
0.00%
Industrials
33.29%
Information Technology
17.07%
Defensive
33.45%
Consumer Staples
14.80%
Health Care
18.65%
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