Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.93%
Stock 97.92%
Bond 1.15%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 83.77%
Mid 12.62%
Small 3.61%
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Region Exposure

% Developed Markets: 89.21%    % Emerging Markets: 9.86%    % Unidentified Markets: 0.93%

Americas 59.57%
58.74%
Canada 0.92%
United States 57.82%
0.83%
Mexico 0.83%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.82%
United Kingdom 5.10%
14.72%
Denmark 0.75%
France 3.42%
Germany 1.31%
Ireland 1.51%
Netherlands 2.71%
Sweden 2.61%
Switzerland 2.03%
0.00%
0.00%
Greater Asia 19.68%
Japan 4.98%
0.00%
5.66%
Hong Kong 1.64%
Singapore 1.35%
Taiwan 2.67%
9.03%
China 6.22%
India 1.29%
Thailand 1.53%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
21.80%
Materials
0.04%
Consumer Discretionary
10.50%
Financials
11.25%
Real Estate
0.00%
Sensitive
59.26%
Communication Services
15.68%
Energy
2.16%
Industrials
15.38%
Information Technology
26.03%
Defensive
16.01%
Consumer Staples
1.75%
Health Care
14.26%
Utilities
0.00%
Not Classified
2.94%
Non Classified Equity
0.95%
Not Classified - Non Equity
1.98%
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