Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.71%
Stock 97.66%
Bond 0.02%
Convertible 0.00%
Preferred 0.46%
Other 0.17%
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Market Capitalization

As of October 31, 2025
Large 75.64%
Mid 22.56%
Small 1.80%
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Region Exposure

% Developed Markets: 93.39%    % Emerging Markets: 6.48%    % Unidentified Markets: 0.13%

Americas 71.40%
71.40%
Canada 3.34%
United States 68.06%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.42%
United Kingdom 1.71%
6.34%
Denmark 0.09%
France 0.42%
Germany 1.42%
Netherlands 2.52%
Sweden 0.45%
Switzerland 1.44%
0.30%
Poland 0.30%
2.07%
Israel 2.07%
Greater Asia 18.05%
Japan 7.67%
0.41%
Australia 0.34%
3.78%
Hong Kong 0.71%
Singapore 0.24%
South Korea 2.31%
Taiwan 0.52%
6.19%
China 6.19%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
17.95%
Materials
1.20%
Consumer Discretionary
8.94%
Financials
7.81%
Real Estate
0.00%
Sensitive
68.12%
Communication Services
16.31%
Energy
0.00%
Industrials
5.45%
Information Technology
46.36%
Defensive
12.72%
Consumer Staples
0.00%
Health Care
12.72%
Utilities
0.00%
Not Classified
1.21%
Non Classified Equity
0.01%
Not Classified - Non Equity
1.20%
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