Asset Allocation

As of October 31, 2025.
Type % Net
Cash 18.57%
Stock 81.09%
Bond 0.08%
Convertible 0.00%
Preferred 0.01%
Other 0.25%
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Market Capitalization

As of October 31, 2025
Large 72.14%
Mid 25.89%
Small 1.97%
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Region Exposure

% Developed Markets: 99.26%    % Emerging Markets: 0.42%    % Unidentified Markets: 0.32%

Americas 28.98%
28.56%
Canada 10.02%
United States 18.54%
0.42%
Mexico 0.42%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.65%
United Kingdom 9.46%
38.81%
Austria 0.34%
Belgium 0.83%
Denmark 1.18%
Finland 0.73%
France 5.39%
Germany 8.62%
Ireland 0.23%
Italy 4.05%
Netherlands 3.11%
Norway 0.99%
Portugal 0.20%
Spain 3.88%
Sweden 2.11%
Switzerland 6.50%
0.00%
2.39%
Israel 2.39%
Greater Asia 20.05%
Japan 13.90%
2.96%
Australia 2.95%
3.20%
Hong Kong 2.17%
Singapore 1.03%
0.00%
China 0.00%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
52.29%
Materials
3.96%
Consumer Discretionary
11.45%
Financials
36.74%
Real Estate
0.15%
Sensitive
28.17%
Communication Services
2.84%
Energy
2.53%
Industrials
13.43%
Information Technology
9.37%
Defensive
19.38%
Consumer Staples
9.47%
Health Care
9.11%
Utilities
0.80%
Not Classified
0.16%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.15%
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