Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.40%
Stock 97.06%
Bond 0.84%
Convertible 0.00%
Preferred 0.00%
Other 0.70%
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Market Capitalization

As of October 31, 2025
Large 16.92%
Mid 18.17%
Small 64.91%
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Region Exposure

% Developed Markets: 96.18%    % Emerging Markets: 2.41%    % Unidentified Markets: 1.41%

Americas 65.53%
63.06%
Canada 3.00%
United States 60.06%
2.47%
Brazil 0.15%
Mexico 0.15%
Peru 0.08%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.43%
United Kingdom 5.57%
11.80%
Austria 0.42%
Belgium 0.10%
Denmark 0.01%
France 2.31%
Germany 0.35%
Greece 1.26%
Ireland 1.74%
Italy 0.64%
Netherlands 0.95%
Norway 0.51%
Portugal 0.12%
Spain 0.79%
Sweden 1.29%
Switzerland 1.01%
0.02%
Poland 0.02%
0.04%
Israel 0.04%
Greater Asia 15.64%
Japan 7.89%
0.15%
Australia 0.14%
5.59%
Hong Kong 1.32%
Singapore 0.59%
South Korea 2.11%
Taiwan 1.56%
2.00%
China 1.38%
India 0.47%
Indonesia 0.03%
Malaysia 0.04%
Philippines 0.08%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
43.39%
Materials
5.28%
Consumer Discretionary
15.81%
Financials
21.03%
Real Estate
1.27%
Sensitive
37.42%
Communication Services
0.53%
Energy
7.59%
Industrials
15.38%
Information Technology
13.91%
Defensive
16.72%
Consumer Staples
6.51%
Health Care
8.89%
Utilities
1.32%
Not Classified
2.47%
Non Classified Equity
0.22%
Not Classified - Non Equity
2.25%
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