Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.35%
Stock 96.05%
Bond 0.72%
Convertible 0.00%
Preferred 2.10%
Other -0.21%
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Market Capitalization

As of October 31, 2025
Large 70.77%
Mid 18.61%
Small 10.62%
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Region Exposure

% Developed Markets: 73.82%    % Emerging Markets: 23.94%    % Unidentified Markets: 2.24%

Americas 5.84%
5.84%
United States 5.84%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.88%
United Kingdom 0.81%
4.07%
France 0.39%
Ireland 3.68%
0.00%
0.00%
Greater Asia 87.03%
Japan 30.53%
4.92%
Australia 4.92%
27.64%
Hong Kong 4.15%
Singapore 2.99%
South Korea 9.20%
Taiwan 11.30%
23.94%
China 20.87%
India 0.29%
Indonesia 1.03%
Thailand 1.76%
Unidentified Region 2.24%

Stock Sector Exposure

Cyclical
31.69%
Materials
2.86%
Consumer Discretionary
11.98%
Financials
16.45%
Real Estate
0.40%
Sensitive
59.29%
Communication Services
15.81%
Energy
0.38%
Industrials
13.00%
Information Technology
30.10%
Defensive
5.80%
Consumer Staples
0.85%
Health Care
4.96%
Utilities
0.00%
Not Classified
3.21%
Non Classified Equity
1.30%
Not Classified - Non Equity
1.91%
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