Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.37%
Stock 94.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.86%
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Market Capitalization

As of October 31, 2025
Large 4.90%
Mid 17.29%
Small 77.81%
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Region Exposure

% Developed Markets: 94.18%    % Emerging Markets: 3.34%    % Unidentified Markets: 2.48%

Americas 43.58%
40.77%
Canada 3.26%
United States 37.51%
2.81%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.88%
United Kingdom 6.34%
23.49%
Austria 0.64%
Belgium 1.05%
Denmark 0.65%
Finland 1.23%
Germany 2.08%
Ireland 1.14%
Italy 8.99%
Sweden 1.06%
Switzerland 6.66%
0.00%
1.05%
Israel 1.05%
Greater Asia 23.06%
Japan 9.82%
1.77%
Australia 0.77%
8.13%
Hong Kong 2.45%
Singapore 0.79%
South Korea 2.80%
Taiwan 2.08%
3.34%
China 1.48%
India 1.86%
Unidentified Region 2.48%

Stock Sector Exposure

Cyclical
48.17%
Materials
3.88%
Consumer Discretionary
22.86%
Financials
17.17%
Real Estate
4.26%
Sensitive
33.05%
Communication Services
0.00%
Energy
2.44%
Industrials
20.69%
Information Technology
9.93%
Defensive
18.78%
Consumer Staples
8.54%
Health Care
9.49%
Utilities
0.75%
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