Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.40%
Stock 98.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.61%
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Market Capitalization

As of October 31, 2025
Large 84.47%
Mid 10.87%
Small 4.66%
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Region Exposure

% Developed Markets: 97.16%    % Emerging Markets: 2.66%    % Unidentified Markets: 0.18%

Americas 55.47%
55.47%
Canada 4.54%
United States 50.94%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.52%
United Kingdom 7.39%
22.13%
Denmark 1.09%
Finland 0.97%
France 3.69%
Ireland 3.60%
Netherlands 6.28%
Spain 1.20%
Sweden 1.82%
Switzerland 3.46%
0.00%
0.00%
Greater Asia 14.83%
Japan 5.41%
1.01%
Australia 1.01%
5.75%
Hong Kong 1.62%
Taiwan 4.13%
2.66%
China 1.49%
India 1.18%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
28.85%
Materials
0.62%
Consumer Discretionary
10.25%
Financials
17.98%
Real Estate
0.00%
Sensitive
52.20%
Communication Services
4.64%
Energy
0.00%
Industrials
16.14%
Information Technology
31.42%
Defensive
18.95%
Consumer Staples
7.95%
Health Care
11.00%
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