Asset Allocation

As of October 31, 2025.
Type % Net
Cash 7.74%
Stock 88.19%
Bond 0.37%
Convertible 0.00%
Preferred 0.00%
Other 3.70%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 90.18%    % Emerging Markets: 3.81%    % Unidentified Markets: 6.02%

Americas 42.51%
40.33%
Canada 6.13%
United States 34.20%
2.18%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.10%
United Kingdom 7.56%
21.54%
Finland 0.40%
France 4.79%
Germany 1.86%
Ireland 2.15%
Italy 1.61%
Netherlands 2.40%
Norway 0.79%
Spain 3.46%
Sweden 1.54%
Switzerland 2.55%
0.00%
0.00%
Greater Asia 22.38%
Japan 6.05%
4.25%
Australia 4.23%
8.27%
Singapore 0.28%
South Korea 4.60%
Taiwan 3.38%
3.81%
China 2.03%
Thailand 1.78%
Unidentified Region 6.02%

Stock Sector Exposure

Cyclical
41.37%
Materials
9.10%
Consumer Discretionary
14.44%
Financials
17.27%
Real Estate
0.56%
Sensitive
34.46%
Communication Services
7.11%
Energy
1.97%
Industrials
10.67%
Information Technology
14.71%
Defensive
15.72%
Consumer Staples
3.81%
Health Care
7.99%
Utilities
3.93%
Not Classified
8.45%
Non Classified Equity
0.00%
Not Classified - Non Equity
8.45%
As of October 31, 2025
View Region Exposure
Start Trial

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