Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.88%
Stock 98.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.57%
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Market Capitalization

As of October 31, 2025
Large 5.78%
Mid 20.78%
Small 73.44%
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Region Exposure

% Developed Markets: 86.82%    % Emerging Markets: 12.50%    % Unidentified Markets: 0.69%

Americas 27.10%
24.81%
Canada 1.88%
United States 22.92%
2.29%
Brazil 0.48%
Mexico 1.62%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.14%
United Kingdom 20.20%
22.58%
Belgium 2.78%
France 3.62%
Germany 2.24%
Italy 5.67%
Netherlands 1.55%
Sweden 4.16%
0.85%
Poland 0.85%
0.51%
United Arab Emirates 0.51%
Greater Asia 28.08%
Japan 14.94%
3.88%
Australia 3.88%
2.87%
Singapore 0.89%
South Korea 0.50%
Taiwan 1.48%
6.39%
China 1.42%
India 3.07%
Indonesia 1.04%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
26.91%
Materials
1.74%
Consumer Discretionary
8.21%
Financials
15.91%
Real Estate
1.04%
Sensitive
47.96%
Communication Services
1.23%
Energy
0.00%
Industrials
27.25%
Information Technology
19.48%
Defensive
24.64%
Consumer Staples
5.49%
Health Care
19.15%
Utilities
0.00%
Not Classified
0.48%
Non Classified Equity
0.48%
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