Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.31%
Stock 99.14%
Bond 0.00%
Convertible 0.00%
Preferred 0.87%
Other -1.32%
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Market Capitalization

As of October 31, 2025
Large 7.62%
Mid 9.93%
Small 82.45%
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Region Exposure

% Developed Markets: 83.46%    % Emerging Markets: 16.60%    % Unidentified Markets: -0.06%

Americas 30.64%
23.27%
Canada 3.40%
United States 19.88%
7.36%
Brazil 1.91%
Mexico 3.24%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.41%
United Kingdom 11.00%
21.07%
Belgium 3.05%
France 3.16%
Germany 2.24%
Ireland 1.09%
Italy 4.15%
Netherlands 1.58%
Sweden 1.67%
1.69%
Poland 1.69%
0.65%
United Arab Emirates 0.65%
Greater Asia 35.02%
Japan 12.54%
5.95%
Australia 5.95%
8.29%
Hong Kong 3.27%
Singapore 1.93%
South Korea 0.96%
Taiwan 2.13%
8.24%
China 2.40%
Indonesia 2.53%
Philippines 1.19%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
45.17%
Materials
4.89%
Consumer Discretionary
21.51%
Financials
18.77%
Real Estate
0.00%
Sensitive
31.45%
Communication Services
1.00%
Energy
0.19%
Industrials
12.92%
Information Technology
17.34%
Defensive
22.56%
Consumer Staples
5.29%
Health Care
17.26%
Utilities
0.00%
Not Classified
0.83%
Non Classified Equity
0.83%
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