Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.44%
Stock 98.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.70%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 2.26%
Mid 19.28%
Small 78.46%
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Region Exposure

% Developed Markets: 95.57%    % Emerging Markets: 4.43%    % Unidentified Markets: 0.00%

Americas 49.08%
47.92%
United States 47.92%
1.17%
Chile 0.70%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.39%
United Kingdom 8.91%
21.33%
Austria 1.63%
Belgium 0.52%
Denmark 1.07%
Finland 0.92%
France 4.52%
Germany 3.67%
Greece 2.02%
Ireland 0.61%
Spain 1.69%
Sweden 4.68%
2.16%
Poland 2.16%
0.00%
Greater Asia 18.52%
Japan 9.87%
2.62%
Australia 2.62%
4.46%
South Korea 2.29%
Taiwan 2.17%
1.57%
China 1.57%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
32.62%
Materials
2.35%
Consumer Discretionary
10.16%
Financials
16.87%
Real Estate
3.24%
Sensitive
51.05%
Communication Services
4.65%
Energy
1.54%
Industrials
28.75%
Information Technology
16.11%
Defensive
15.73%
Consumer Staples
4.28%
Health Care
10.57%
Utilities
0.87%
Not Classified
0.59%
Non Classified Equity
0.59%
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