Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.95%
Stock 95.94%
Bond 0.35%
Convertible 0.00%
Preferred 0.21%
Other 0.55%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 95.28%    % Emerging Markets: 2.73%    % Unidentified Markets: 1.99%

Americas 63.38%
62.67%
Canada 9.34%
United States 53.33%
0.71%
Brazil 0.24%
Chile 0.00%
Colombia 0.00%
Mexico 0.13%
Peru 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.74%
United Kingdom 6.40%
16.71%
Austria 0.06%
Belgium 0.17%
Denmark 0.55%
Finland 0.16%
France 4.19%
Germany 2.24%
Greece 0.05%
Ireland 1.62%
Italy 0.46%
Netherlands 2.70%
Norway 0.15%
Spain 0.79%
Sweden 0.60%
Switzerland 2.91%
0.03%
Czech Republic 0.00%
Poland 0.03%
Russia 0.01%
Turkey 0.00%
0.59%
Egypt 0.00%
Israel 0.30%
Qatar 0.00%
Saudi Arabia 0.03%
South Africa 0.18%
United Arab Emirates 0.08%
Greater Asia 10.89%
Japan 4.37%
0.77%
Australia 0.77%
3.69%
Hong Kong 0.69%
Singapore 0.23%
South Korea 0.65%
Taiwan 2.12%
2.07%
China 1.14%
India 0.70%
Indonesia 0.07%
Kazakhstan 0.02%
Malaysia 0.01%
Philippines 0.04%
Thailand 0.07%
Unidentified Region 1.99%

Stock Sector Exposure

Cyclical
32.53%
Materials
3.06%
Consumer Discretionary
9.67%
Financials
17.93%
Real Estate
1.86%
Sensitive
46.80%
Communication Services
6.68%
Energy
3.11%
Industrials
12.59%
Information Technology
24.42%
Defensive
18.39%
Consumer Staples
5.70%
Health Care
10.45%
Utilities
2.25%
Not Classified
2.28%
Non Classified Equity
0.30%
Not Classified - Non Equity
1.98%
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