Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.18%
Stock 96.13%
Bond 0.00%
Convertible 0.00%
Preferred 2.17%
Other 1.53%
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Market Capitalization

As of October 31, 2025
Large 70.71%
Mid 21.21%
Small 8.08%
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Region Exposure

% Developed Markets: 92.70%    % Emerging Markets: 5.75%    % Unidentified Markets: 1.55%

Americas 44.18%
42.74%
United States 42.74%
1.44%
Brazil 1.44%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.41%
United Kingdom 10.25%
29.15%
France 10.80%
Germany 4.58%
Ireland 3.68%
Italy 3.05%
Netherlands 1.80%
Spain 2.66%
Sweden 2.59%
0.00%
0.00%
Greater Asia 14.86%
Japan 1.65%
0.00%
8.90%
Hong Kong 3.80%
South Korea 2.17%
Taiwan 2.93%
4.31%
China 2.97%
Indonesia 1.34%
Unidentified Region 1.55%

Stock Sector Exposure

Cyclical
27.73%
Materials
2.69%
Consumer Discretionary
7.97%
Financials
17.07%
Real Estate
0.00%
Sensitive
34.85%
Communication Services
5.16%
Energy
5.70%
Industrials
14.05%
Information Technology
9.93%
Defensive
36.80%
Consumer Staples
8.53%
Health Care
20.17%
Utilities
8.11%
Not Classified
0.62%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.62%
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