Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.04%
Stock 97.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of October 31, 2025
Large 78.10%
Mid 16.30%
Small 5.60%
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Region Exposure

% Developed Markets: 97.97%    % Emerging Markets: 2.06%    % Unidentified Markets: -0.03%

Americas 62.54%
60.54%
Canada 2.04%
United States 58.50%
1.99%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.07%
United Kingdom 10.23%
19.85%
Belgium 3.11%
France 2.80%
Ireland 3.87%
Netherlands 1.42%
Portugal 1.95%
Switzerland 6.69%
0.00%
0.00%
Greater Asia 7.42%
Japan 5.36%
0.00%
0.00%
2.06%
India 2.06%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
30.66%
Materials
5.30%
Consumer Discretionary
4.89%
Financials
20.47%
Real Estate
0.00%
Sensitive
47.14%
Communication Services
1.31%
Energy
0.00%
Industrials
16.86%
Information Technology
28.97%
Defensive
22.20%
Consumer Staples
3.79%
Health Care
18.41%
Utilities
0.00%
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