Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.23%
Stock 99.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.47%
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Market Capitalization

As of October 31, 2025
Large 63.54%
Mid 14.75%
Small 21.71%
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Region Exposure

% Developed Markets: 99.30%    % Emerging Markets: 1.17%    % Unidentified Markets: -0.47%

Americas 72.87%
72.87%
Canada 1.23%
United States 71.64%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.52%
United Kingdom 4.49%
12.03%
France 2.64%
Netherlands 3.30%
Switzerland 6.10%
0.00%
0.00%
Greater Asia 11.08%
Japan 2.45%
0.00%
7.46%
Taiwan 7.46%
1.17%
India 1.17%
Unidentified Region -0.47%

Stock Sector Exposure

Cyclical
39.78%
Materials
2.38%
Consumer Discretionary
17.94%
Financials
19.45%
Real Estate
0.00%
Sensitive
46.35%
Communication Services
7.74%
Energy
0.00%
Industrials
13.06%
Information Technology
25.55%
Defensive
13.88%
Consumer Staples
5.36%
Health Care
8.04%
Utilities
0.48%
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