Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.37%
Stock 98.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.36%
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Market Capitalization

As of October 31, 2025
Large 73.02%
Mid 17.94%
Small 9.04%
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Region Exposure

% Developed Markets: 98.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.45%

Americas 68.45%
68.45%
Canada 4.28%
United States 64.17%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.61%
United Kingdom 8.71%
14.90%
Austria 0.72%
France 4.31%
Germany 3.74%
Ireland 1.52%
Italy 1.87%
Norway 0.58%
Switzerland 2.17%
0.00%
0.00%
Greater Asia 6.49%
Japan 1.83%
0.00%
4.65%
Hong Kong 0.71%
South Korea 1.87%
Taiwan 2.08%
0.00%
Unidentified Region 1.45%

Stock Sector Exposure

Cyclical
26.42%
Materials
2.13%
Consumer Discretionary
6.66%
Financials
14.70%
Real Estate
2.94%
Sensitive
44.08%
Communication Services
7.01%
Energy
2.09%
Industrials
10.41%
Information Technology
24.57%
Defensive
28.10%
Consumer Staples
8.32%
Health Care
12.69%
Utilities
7.09%
Not Classified
1.40%
Non Classified Equity
0.62%
Not Classified - Non Equity
0.78%
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