Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.44%
Stock 98.05%
Bond 0.55%
Convertible 0.00%
Preferred 0.00%
Other 0.96%
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Market Capitalization

As of October 31, 2025
Large 67.16%
Mid 17.51%
Small 15.33%
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Region Exposure

% Developed Markets: 89.54%    % Emerging Markets: 9.13%    % Unidentified Markets: 1.34%

Americas 54.36%
50.89%
United States 50.89%
3.47%
Mexico 1.31%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.64%
United Kingdom 9.06%
19.14%
Denmark 1.14%
France 3.45%
Germany 6.39%
Ireland 0.78%
Norway 3.08%
Switzerland 4.30%
0.00%
4.45%
Israel 2.12%
South Africa 2.32%
Greater Asia 11.66%
Japan 4.86%
0.02%
3.45%
Taiwan 3.45%
3.33%
India 3.33%
Unidentified Region 1.34%

Stock Sector Exposure

Cyclical
24.54%
Materials
1.87%
Consumer Discretionary
11.59%
Financials
11.08%
Real Estate
0.00%
Sensitive
49.65%
Communication Services
1.32%
Energy
5.78%
Industrials
18.98%
Information Technology
23.56%
Defensive
24.80%
Consumer Staples
10.52%
Health Care
12.00%
Utilities
2.29%
Not Classified
1.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.01%
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