Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.09%
Stock 96.93%
Bond 0.83%
Convertible 0.00%
Preferred 0.90%
Other 0.25%
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Market Capitalization

As of October 31, 2025
Large 84.52%
Mid 9.73%
Small 5.75%
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Region Exposure

% Developed Markets: 95.17%    % Emerging Markets: 4.59%    % Unidentified Markets: 0.25%

Americas 60.51%
59.72%
Canada 2.57%
United States 57.15%
0.79%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.97%
United Kingdom 5.33%
18.64%
Austria 0.67%
Belgium 0.46%
Denmark 0.47%
France 2.17%
Germany 5.53%
Italy 2.71%
Netherlands 2.35%
Spain 2.65%
0.00%
0.00%
Greater Asia 15.27%
Japan 3.86%
0.00%
8.45%
Hong Kong 1.02%
Singapore 0.61%
South Korea 3.38%
Taiwan 3.44%
2.97%
China 1.99%
India 0.98%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
25.32%
Materials
5.11%
Consumer Discretionary
9.02%
Financials
11.19%
Real Estate
0.00%
Sensitive
63.55%
Communication Services
12.39%
Energy
3.13%
Industrials
13.98%
Information Technology
34.06%
Defensive
11.13%
Consumer Staples
3.85%
Health Care
6.31%
Utilities
0.97%
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