Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.39%
Stock 94.96%
Bond 0.52%
Convertible 0.00%
Preferred 0.49%
Other -0.37%
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Market Capitalization

As of October 31, 2025
Large 57.37%
Mid 23.60%
Small 19.03%
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Region Exposure

% Developed Markets: 92.26%    % Emerging Markets: 6.04%    % Unidentified Markets: 1.70%

Americas 30.72%
30.68%
Canada 5.75%
United States 24.93%
0.04%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.65%
United Kingdom 11.53%
29.12%
Denmark 1.86%
France 7.46%
Germany 4.04%
Ireland 1.43%
Netherlands 8.69%
Spain 1.00%
Switzerland 4.64%
0.00%
0.00%
Greater Asia 26.93%
Japan 6.92%
2.90%
Australia 2.90%
11.07%
Hong Kong 6.89%
Singapore 2.01%
South Korea 2.17%
6.04%
China 5.26%
Kazakhstan 0.78%
Unidentified Region 1.70%

Stock Sector Exposure

Cyclical
44.46%
Materials
8.14%
Consumer Discretionary
25.81%
Financials
10.50%
Real Estate
0.00%
Sensitive
33.94%
Communication Services
0.00%
Energy
0.00%
Industrials
23.19%
Information Technology
10.75%
Defensive
15.94%
Consumer Staples
4.82%
Health Care
8.92%
Utilities
2.20%
Not Classified
5.66%
Non Classified Equity
0.78%
Not Classified - Non Equity
4.88%
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