Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.23%
Stock 97.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.74%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 14.36%
Mid 34.91%
Small 50.72%
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Region Exposure

% Developed Markets: 92.64%    % Emerging Markets: 7.36%    % Unidentified Markets: 0.00%

Americas 46.63%
43.12%
Canada 3.14%
United States 39.98%
3.51%
Brazil 3.51%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.37%
United Kingdom 11.90%
20.84%
France 1.96%
Germany 5.17%
Ireland 6.21%
Italy 0.69%
Netherlands 2.85%
Norway 1.02%
Spain 0.49%
Switzerland 1.32%
0.63%
Turkey 0.63%
0.00%
Greater Asia 20.00%
Japan 10.21%
2.28%
Australia 2.28%
4.29%
Hong Kong 1.70%
South Korea 0.49%
Taiwan 1.10%
3.22%
China 0.98%
India 1.64%
Philippines 0.60%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
34.80%
Materials
7.99%
Consumer Discretionary
12.26%
Financials
10.35%
Real Estate
4.20%
Sensitive
49.89%
Communication Services
3.07%
Energy
2.60%
Industrials
28.65%
Information Technology
15.57%
Defensive
15.31%
Consumer Staples
6.63%
Health Care
8.68%
Utilities
0.00%
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