Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.33%
Stock 96.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of October 31, 2025
Large 93.87%
Mid 5.86%
Small 0.28%
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Region Exposure

% Developed Markets: 96.15%    % Emerging Markets: 1.97%    % Unidentified Markets: 1.88%

Americas 67.83%
67.83%
Canada 0.02%
United States 67.81%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.15%
United Kingdom 5.65%
14.51%
Denmark 0.66%
France 4.01%
Germany 3.88%
Ireland 1.13%
Netherlands 1.10%
Spain 0.65%
Sweden 1.22%
Switzerland 1.85%
0.00%
0.00%
Greater Asia 10.14%
Japan 4.23%
0.00%
3.94%
Singapore 1.61%
Taiwan 2.34%
1.97%
China 1.03%
India 0.94%
Unidentified Region 1.88%

Stock Sector Exposure

Cyclical
28.14%
Materials
2.89%
Consumer Discretionary
7.72%
Financials
16.89%
Real Estate
0.64%
Sensitive
51.44%
Communication Services
6.63%
Energy
4.21%
Industrials
10.80%
Information Technology
29.80%
Defensive
20.42%
Consumer Staples
8.76%
Health Care
10.15%
Utilities
1.50%
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