Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.92%
Stock 98.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of October 31, 2025
Large 59.34%
Mid 19.91%
Small 20.74%
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Region Exposure

% Developed Markets: 94.59%    % Emerging Markets: 5.37%    % Unidentified Markets: 0.05%

Americas 44.81%
34.90%
Canada 3.32%
United States 31.58%
9.90%
Mexico 3.22%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.70%
United Kingdom 8.26%
27.11%
France 7.92%
Germany 6.67%
Ireland 5.60%
Netherlands 1.60%
Sweden 0.79%
Switzerland 4.52%
0.00%
1.33%
Israel 1.33%
Greater Asia 18.45%
Japan 10.07%
0.00%
6.23%
Hong Kong 1.62%
South Korea 4.61%
2.15%
India 2.15%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
41.86%
Materials
6.36%
Consumer Discretionary
8.03%
Financials
26.32%
Real Estate
1.14%
Sensitive
38.23%
Communication Services
3.20%
Energy
3.03%
Industrials
18.17%
Information Technology
13.84%
Defensive
18.92%
Consumer Staples
11.46%
Health Care
7.47%
Utilities
0.00%
Not Classified
0.98%
Non Classified Equity
0.98%
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