Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.03%
Stock 97.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.86%
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Market Capitalization

As of October 31, 2025
Large 11.60%
Mid 28.77%
Small 59.63%
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Region Exposure

% Developed Markets: 83.56%    % Emerging Markets: 13.56%    % Unidentified Markets: 2.88%

Americas 28.12%
26.13%
United States 26.13%
1.99%
Mexico 1.99%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.49%
United Kingdom 14.74%
24.75%
Belgium 2.53%
France 2.19%
Italy 8.30%
Netherlands 1.86%
Norway 0.37%
Sweden 4.86%
Switzerland 1.38%
0.00%
0.00%
Greater Asia 29.50%
Japan 7.13%
5.48%
Australia 5.48%
7.26%
South Korea 2.41%
Taiwan 4.85%
9.63%
China 1.97%
India 6.01%
Philippines 1.65%
Unidentified Region 2.88%

Stock Sector Exposure

Cyclical
27.01%
Materials
2.27%
Consumer Discretionary
8.41%
Financials
16.33%
Real Estate
0.00%
Sensitive
48.34%
Communication Services
1.03%
Energy
0.00%
Industrials
23.73%
Information Technology
23.58%
Defensive
24.65%
Consumer Staples
8.91%
Health Care
15.74%
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