Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.30%
Stock 96.86%
Bond 1.63%
Convertible 0.00%
Preferred 0.00%
Other 1.21%
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Market Capitalization

As of October 31, 2025
Large 52.32%
Mid 33.13%
Small 14.55%
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Region Exposure

% Developed Markets: 98.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.47%

Americas 1.66%
1.66%
United States 1.66%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 96.87%
Japan 96.86%
0.01%
0.00%
0.00%
Unidentified Region 1.47%

Stock Sector Exposure

Cyclical
36.06%
Materials
3.49%
Consumer Discretionary
11.90%
Financials
16.79%
Real Estate
3.87%
Sensitive
42.37%
Communication Services
0.93%
Energy
1.64%
Industrials
32.59%
Information Technology
7.20%
Defensive
20.89%
Consumer Staples
6.67%
Health Care
12.50%
Utilities
1.71%
Not Classified
0.69%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.69%
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