Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.36%
Stock 98.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 50.22%
Mid 18.13%
Small 31.66%
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Region Exposure

% Developed Markets: 94.70%    % Emerging Markets: 3.94%    % Unidentified Markets: 1.36%

Americas 40.62%
40.62%
Canada 2.14%
United States 38.48%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.31%
United Kingdom 3.18%
48.13%
Denmark 1.77%
France 13.03%
Germany 7.52%
Ireland 8.61%
Italy 4.49%
Netherlands 2.62%
Spain 4.43%
Sweden 2.48%
Switzerland 3.17%
0.00%
0.00%
Greater Asia 6.72%
Japan 0.00%
0.00%
2.77%
South Korea 2.77%
3.94%
China 3.94%
Unidentified Region 1.36%

Stock Sector Exposure

Cyclical
12.25%
Materials
6.03%
Consumer Discretionary
6.22%
Financials
0.00%
Real Estate
0.00%
Sensitive
72.76%
Communication Services
0.00%
Energy
0.00%
Industrials
48.66%
Information Technology
24.09%
Defensive
14.99%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
14.99%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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