Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.04%
Stock 92.97%
Bond 4.76%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
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Market Capitalization

As of October 31, 2025
Large 75.31%
Mid 13.90%
Small 10.80%
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Region Exposure

% Developed Markets: 97.11%    % Emerging Markets: 1.85%    % Unidentified Markets: 1.04%

Americas 60.62%
59.84%
Canada 4.55%
United States 55.30%
0.78%
Brazil 0.47%
Chile 0.00%
Mexico 0.03%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.22%
United Kingdom 10.29%
15.06%
Austria 0.00%
Belgium 1.08%
Denmark 0.20%
France 2.69%
Germany 4.14%
Ireland 1.40%
Italy 1.49%
Netherlands 1.80%
Norway 0.01%
Portugal 0.02%
Spain 0.12%
Sweden 0.32%
Switzerland 1.70%
0.45%
Czech Republic 0.01%
Poland 0.01%
0.41%
Israel 0.02%
South Africa 0.26%
Greater Asia 12.12%
Japan 5.16%
0.98%
Australia 0.97%
5.52%
Hong Kong 0.49%
Singapore 0.29%
South Korea 1.51%
Taiwan 3.23%
0.46%
China 0.19%
India 0.20%
Indonesia 0.02%
Malaysia 0.02%
Thailand 0.02%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
32.93%
Materials
2.23%
Consumer Discretionary
7.85%
Financials
12.37%
Real Estate
10.48%
Sensitive
44.25%
Communication Services
7.46%
Energy
3.37%
Industrials
11.38%
Information Technology
22.04%
Defensive
19.81%
Consumer Staples
7.13%
Health Care
9.28%
Utilities
3.40%
Not Classified
3.01%
Non Classified Equity
0.62%
Not Classified - Non Equity
2.40%
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