Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.28%
Stock 97.28%
Bond 1.24%
Convertible 0.00%
Preferred 0.00%
Other 0.20%
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Market Capitalization

As of October 31, 2025
Large 0.00%
Mid 9.06%
Small 90.94%
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Region Exposure

% Developed Markets: 98.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.38%

Americas 64.56%
61.92%
United States 61.92%
2.64%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.27%
United Kingdom 4.32%
15.94%
Belgium 0.53%
France 2.61%
Germany 3.53%
Ireland 0.17%
Italy 3.89%
Norway 1.24%
Spain 1.90%
Sweden 1.43%
Switzerland 0.66%
0.00%
0.00%
Greater Asia 13.79%
Japan 11.79%
2.00%
Australia 2.00%
0.00%
0.00%
Unidentified Region 1.38%

Stock Sector Exposure

Cyclical
33.55%
Materials
9.26%
Consumer Discretionary
6.01%
Financials
13.60%
Real Estate
4.69%
Sensitive
49.14%
Communication Services
0.96%
Energy
1.36%
Industrials
29.05%
Information Technology
17.77%
Defensive
14.82%
Consumer Staples
5.87%
Health Care
8.95%
Utilities
0.00%
Not Classified
2.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.49%
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