Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.25%
Stock 98.74%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 0.84%
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Market Capitalization

As of October 31, 2025
Large 81.80%
Mid 13.45%
Small 4.74%
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Region Exposure

% Developed Markets: 98.04%    % Emerging Markets: 0.89%    % Unidentified Markets: 1.07%

Americas 61.13%
59.95%
Canada 0.58%
United States 59.37%
1.18%
Mexico 0.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.36%
United Kingdom 10.57%
20.79%
Belgium 0.56%
Denmark 1.46%
France 6.79%
Germany 1.84%
Ireland 0.25%
Italy 0.47%
Netherlands 4.07%
Spain 2.04%
Switzerland 3.31%
0.00%
0.00%
Greater Asia 6.44%
Japan 2.68%
0.68%
Australia 0.68%
2.69%
Hong Kong 0.60%
Taiwan 2.09%
0.40%
India 0.40%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
32.50%
Materials
1.79%
Consumer Discretionary
10.61%
Financials
19.11%
Real Estate
0.99%
Sensitive
47.85%
Communication Services
7.71%
Energy
3.92%
Industrials
11.24%
Information Technology
24.97%
Defensive
19.30%
Consumer Staples
4.04%
Health Care
12.56%
Utilities
2.69%
Not Classified
0.36%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.36%
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