Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.07%
Stock 95.57%
Bond 1.68%
Convertible 0.00%
Preferred 2.98%
Other -4.30%
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Market Capitalization

As of October 31, 2025
Large 84.32%
Mid 9.93%
Small 5.76%
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Region Exposure

% Developed Markets: 49.74%    % Emerging Markets: 51.15%    % Unidentified Markets: -0.88%

Americas 1.89%
1.89%
United States 1.89%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.67%
United Kingdom 0.00%
4.11%
Ireland 4.11%
0.00%
0.56%
South Africa 0.56%
Greater Asia 94.33%
Japan 0.00%
0.00%
43.75%
Hong Kong 9.05%
Singapore 1.70%
South Korea 13.88%
Taiwan 19.12%
50.59%
China 30.88%
India 16.42%
Indonesia 2.21%
Philippines 1.08%
Unidentified Region -0.88%

Stock Sector Exposure

Cyclical
34.02%
Materials
2.04%
Consumer Discretionary
15.17%
Financials
16.80%
Real Estate
0.00%
Sensitive
53.23%
Communication Services
11.42%
Energy
0.00%
Industrials
9.93%
Information Technology
31.88%
Defensive
7.56%
Consumer Staples
0.90%
Health Care
6.66%
Utilities
0.00%
Not Classified
5.19%
Non Classified Equity
0.85%
Not Classified - Non Equity
4.34%
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