Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.32%
Stock 98.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.67%
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Market Capitalization

As of October 31, 2025
Large 50.56%
Mid 30.34%
Small 19.10%
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Region Exposure

% Developed Markets: 95.35%    % Emerging Markets: 2.72%    % Unidentified Markets: 1.93%

Americas 62.27%
62.27%
Canada 0.41%
United States 61.86%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.22%
United Kingdom 2.24%
22.98%
Denmark 1.10%
France 3.58%
Germany 5.88%
Ireland 5.80%
Italy 0.86%
Norway 1.46%
Portugal 0.75%
Spain 1.44%
Sweden 0.18%
Switzerland 1.95%
0.00%
0.00%
Greater Asia 10.58%
Japan 5.98%
0.00%
1.87%
South Korea 0.59%
Taiwan 1.29%
2.72%
China 2.72%
Unidentified Region 1.93%

Stock Sector Exposure

Cyclical
17.95%
Materials
5.00%
Consumer Discretionary
7.19%
Financials
5.20%
Real Estate
0.56%
Sensitive
71.14%
Communication Services
3.55%
Energy
0.00%
Industrials
47.56%
Information Technology
20.02%
Defensive
10.91%
Consumer Staples
3.30%
Health Care
0.00%
Utilities
7.61%
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