Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.25%
Stock 98.92%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other -0.73%
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Market Capitalization

As of October 31, 2025
Large 94.76%
Mid 5.24%
Small 0.00%
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Region Exposure

% Developed Markets: 85.59%    % Emerging Markets: 13.78%    % Unidentified Markets: 0.62%

Americas 21.51%
20.27%
Canada 6.86%
United States 13.41%
1.23%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.91%
United Kingdom 9.31%
37.88%
Austria 1.42%
Denmark 1.46%
France 7.05%
Germany 11.42%
Ireland 4.32%
Netherlands 4.10%
Spain 3.47%
Switzerland 3.09%
0.00%
3.72%
Israel 3.72%
Greater Asia 26.96%
Japan 7.38%
0.00%
7.03%
Singapore 1.34%
Taiwan 5.69%
12.55%
China 3.37%
India 9.18%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
40.46%
Materials
8.08%
Consumer Discretionary
8.90%
Financials
23.48%
Real Estate
0.00%
Sensitive
56.06%
Communication Services
7.95%
Energy
0.00%
Industrials
32.38%
Information Technology
15.73%
Defensive
1.97%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
1.97%
Not Classified
1.51%
Non Classified Equity
0.01%
Not Classified - Non Equity
1.50%
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