Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.10%
Stock 99.72%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of October 31, 2025
Large 69.41%
Mid 24.56%
Small 6.03%
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Region Exposure

% Developed Markets: 95.51%    % Emerging Markets: 4.31%    % Unidentified Markets: 0.18%

Americas 65.75%
64.97%
Canada 0.90%
United States 64.07%
0.78%
Brazil 0.78%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.30%
United Kingdom 7.17%
12.13%
Denmark 2.49%
France 2.04%
Germany 0.83%
Ireland 3.50%
Switzerland 2.14%
0.00%
0.00%
Greater Asia 14.78%
Japan 2.53%
0.00%
9.68%
Hong Kong 2.68%
South Korea 2.58%
Taiwan 4.42%
2.57%
China 2.57%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
39.13%
Materials
2.48%
Consumer Discretionary
14.52%
Financials
19.97%
Real Estate
2.17%
Sensitive
48.84%
Communication Services
5.20%
Energy
2.44%
Industrials
12.96%
Information Technology
28.23%
Defensive
11.96%
Consumer Staples
3.29%
Health Care
8.66%
Utilities
0.00%
Not Classified
0.08%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.08%
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