Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.65%
Stock 93.64%
Bond 0.55%
Convertible 0.00%
Preferred 3.71%
Other -2.56%
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Market Capitalization

As of October 31, 2025
Large 88.80%
Mid 7.51%
Small 3.69%
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Region Exposure

% Developed Markets: 59.04%    % Emerging Markets: 42.76%    % Unidentified Markets: -1.80%

Americas 3.47%
3.47%
Canada 1.44%
United States 2.02%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.11%
United Kingdom 0.04%
4.51%
Ireland 4.50%
Norway 0.01%
0.00%
0.56%
South Africa 0.56%
Greater Asia 93.23%
Japan 0.00%
0.11%
Australia 0.11%
50.91%
Hong Kong 10.47%
Singapore 2.01%
South Korea 16.67%
Taiwan 21.76%
42.20%
China 33.93%
India 5.32%
Indonesia 1.52%
Philippines 1.10%
Thailand 0.35%
Unidentified Region -1.80%

Stock Sector Exposure

Cyclical
27.65%
Materials
2.29%
Consumer Discretionary
13.91%
Financials
11.45%
Real Estate
0.00%
Sensitive
58.58%
Communication Services
10.55%
Energy
0.00%
Industrials
10.82%
Information Technology
37.21%
Defensive
8.80%
Consumer Staples
1.11%
Health Care
7.69%
Utilities
0.00%
Not Classified
4.98%
Non Classified Equity
0.05%
Not Classified - Non Equity
4.93%
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