Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.03%
Stock 98.83%
Bond 0.11%
Convertible 0.00%
Preferred 0.15%
Other -0.12%
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Market Capitalization

As of October 31, 2025
Large 84.68%
Mid 12.83%
Small 2.50%
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Region Exposure

% Developed Markets: 92.10%    % Emerging Markets: 7.87%    % Unidentified Markets: 0.03%

Americas 65.64%
64.22%
Canada 2.66%
United States 61.56%
1.42%
Brazil 0.15%
Chile 0.60%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.02%
United Kingdom 3.85%
12.78%
Finland 0.54%
France 2.10%
Germany 2.17%
Greece 0.09%
Ireland 1.05%
Italy 0.36%
Netherlands 2.31%
Norway 0.00%
Spain 1.28%
Sweden 0.45%
Switzerland 2.42%
0.00%
1.39%
Saudi Arabia -0.00%
South Africa 0.86%
United Arab Emirates 0.53%
Greater Asia 16.31%
Japan 3.09%
0.23%
Australia 0.23%
7.40%
Hong Kong 1.69%
Singapore 0.01%
South Korea 0.92%
Taiwan 4.78%
5.59%
China 5.16%
India 0.17%
Malaysia 0.03%
Thailand 0.23%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
36.23%
Materials
4.81%
Consumer Discretionary
11.82%
Financials
17.35%
Real Estate
2.26%
Sensitive
52.08%
Communication Services
10.39%
Energy
0.98%
Industrials
11.56%
Information Technology
29.15%
Defensive
10.68%
Consumer Staples
2.69%
Health Care
6.93%
Utilities
1.06%
Not Classified
1.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.01%
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