Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.16%
Stock 96.91%
Bond 0.00%
Convertible 0.00%
Preferred 1.37%
Other 0.56%
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Market Capitalization

As of October 31, 2025
Large 13.81%
Mid 36.47%
Small 49.72%
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Region Exposure

% Developed Markets: 85.85%    % Emerging Markets: 11.73%    % Unidentified Markets: 2.42%

Americas 36.97%
34.90%
Canada 2.93%
United States 31.98%
2.07%
Mexico 1.67%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.62%
United Kingdom 10.82%
22.25%
Belgium 1.97%
France 1.55%
Germany 2.67%
Italy 3.54%
Netherlands 3.63%
Norway 0.50%
Sweden 7.03%
Switzerland 1.37%
1.72%
Poland 0.96%
0.84%
Israel 0.84%
Greater Asia 24.98%
Japan 10.20%
2.16%
Australia 2.16%
6.33%
South Korea 3.09%
Taiwan 3.25%
6.29%
China 1.83%
India 3.96%
Unidentified Region 2.42%

Stock Sector Exposure

Cyclical
22.10%
Materials
0.80%
Consumer Discretionary
6.40%
Financials
14.08%
Real Estate
0.82%
Sensitive
58.77%
Communication Services
1.78%
Energy
1.03%
Industrials
26.13%
Information Technology
29.84%
Defensive
16.23%
Consumer Staples
2.92%
Health Care
13.31%
Utilities
0.00%
Not Classified
2.90%
Non Classified Equity
2.00%
Not Classified - Non Equity
0.90%
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