Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.08%
Stock 97.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.71%
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Market Capitalization

As of October 31, 2025
Large 66.17%
Mid 18.51%
Small 15.32%
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Region Exposure

% Developed Markets: 93.18%    % Emerging Markets: 6.17%    % Unidentified Markets: 0.66%

Americas 68.17%
65.45%
Canada 3.18%
United States 62.28%
2.72%
Brazil 2.10%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.97%
United Kingdom 1.56%
15.40%
Denmark 0.71%
France 1.52%
Germany 0.50%
Ireland 4.70%
Netherlands 5.81%
Sweden 0.55%
Switzerland 0.94%
0.00%
Russia 0.00%
0.00%
Greater Asia 14.20%
Japan 4.29%
0.00%
6.47%
Singapore 1.19%
South Korea 0.99%
Taiwan 4.29%
3.45%
China 2.52%
India 0.92%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
41.30%
Materials
4.84%
Consumer Discretionary
22.51%
Financials
12.83%
Real Estate
1.12%
Sensitive
49.61%
Communication Services
10.15%
Energy
1.44%
Industrials
9.11%
Information Technology
28.91%
Defensive
8.57%
Consumer Staples
0.93%
Health Care
7.63%
Utilities
0.00%
Not Classified
0.52%
Non Classified Equity
0.52%
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