Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.67%
Stock 97.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

As of October 31, 2025
Large 76.55%
Mid 17.80%
Small 5.65%
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Region Exposure

% Developed Markets: 97.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.19%

Americas 66.79%
66.79%
Canada 4.68%
United States 62.11%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.18%
United Kingdom 4.55%
19.63%
Belgium 1.31%
Denmark 0.97%
France 4.38%
Germany 3.10%
Ireland 1.98%
Netherlands 4.19%
Spain 3.69%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 6.85%
Japan 2.68%
0.00%
4.17%
Taiwan 4.17%
0.00%
Unidentified Region 2.19%

Stock Sector Exposure

Cyclical
25.32%
Materials
6.99%
Consumer Discretionary
6.91%
Financials
11.42%
Real Estate
0.00%
Sensitive
48.99%
Communication Services
0.00%
Energy
0.00%
Industrials
11.81%
Information Technology
37.18%
Defensive
25.69%
Consumer Staples
0.86%
Health Care
17.18%
Utilities
7.65%
Not Classified
0.00%
Non Classified Equity
0.00%
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