Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.23%
Stock 95.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of October 31, 2025
Large 33.36%
Mid 42.49%
Small 24.15%
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Region Exposure

% Developed Markets: 95.95%    % Emerging Markets: 4.07%    % Unidentified Markets: -0.02%

Americas 34.93%
30.85%
Canada 4.22%
United States 26.64%
4.07%
Mexico 4.07%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.70%
United Kingdom 26.41%
16.29%
Germany 1.48%
Ireland 3.66%
Spain 7.74%
Switzerland 3.42%
0.00%
4.00%
Israel 4.00%
Greater Asia 18.39%
Japan 18.39%
0.00%
0.00%
0.00%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
12.94%
Materials
0.00%
Consumer Discretionary
5.50%
Financials
7.44%
Real Estate
0.00%
Sensitive
57.72%
Communication Services
7.26%
Energy
0.00%
Industrials
32.73%
Information Technology
17.73%
Defensive
29.34%
Consumer Staples
8.07%
Health Care
21.27%
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