Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.98%
Stock 94.15%
Bond 2.22%
Convertible 0.00%
Preferred 2.85%
Other -4.20%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 84.26%
Mid 9.98%
Small 5.76%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 50.09%    % Emerging Markets: 50.05%    % Unidentified Markets: -0.14%

Americas 2.50%
2.50%
United States 2.50%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.65%
United Kingdom 0.00%
4.09%
Ireland 4.09%
0.00%
0.56%
South Africa 0.56%
Greater Asia 92.99%
Japan 0.00%
0.00%
43.50%
Hong Kong 9.01%
Singapore 1.69%
South Korea 13.81%
Taiwan 18.99%
49.49%
China 29.89%
India 16.32%
Indonesia 2.20%
Philippines 1.08%
Unidentified Region -0.14%

Stock Sector Exposure

Cyclical
33.07%
Materials
2.03%
Consumer Discretionary
15.11%
Financials
15.93%
Real Estate
0.00%
Sensitive
52.99%
Communication Services
11.40%
Energy
0.00%
Industrials
9.88%
Information Technology
31.70%
Defensive
7.53%
Consumer Staples
0.90%
Health Care
6.63%
Utilities
0.00%
Not Classified
6.42%
Non Classified Equity
0.65%
Not Classified - Non Equity
5.76%
As of October 31, 2025
View Region Exposure
Start Trial

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