Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.51%
Stock 98.44%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 0.03%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 95.49%    % Emerging Markets: 3.30%    % Unidentified Markets: 1.21%

Americas 59.24%
57.82%
Canada 4.16%
United States 53.66%
1.41%
Brazil 0.12%
Colombia 0.02%
Mexico 0.04%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.83%
United Kingdom 3.92%
15.60%
Austria 0.08%
Belgium 0.34%
Denmark 0.32%
Finland 0.94%
France 2.18%
Germany 1.45%
Greece 0.03%
Ireland 0.96%
Italy 1.04%
Netherlands 1.60%
Norway 0.43%
Portugal 0.22%
Spain 1.57%
Sweden 0.00%
Switzerland 4.45%
0.12%
Turkey 0.09%
2.18%
Israel 1.04%
Qatar 0.17%
Saudi Arabia 0.48%
South Africa 0.01%
United Arab Emirates 0.35%
Greater Asia 17.72%
Japan 8.59%
1.66%
Australia 1.47%
4.97%
Hong Kong 2.23%
Singapore 1.89%
South Korea 0.31%
Taiwan 0.54%
2.50%
China 1.20%
India 0.95%
Indonesia 0.06%
Malaysia 0.07%
Pakistan 0.02%
Philippines 0.08%
Thailand 0.12%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
26.63%
Materials
1.77%
Consumer Discretionary
5.32%
Financials
17.74%
Real Estate
1.79%
Sensitive
40.58%
Communication Services
7.04%
Energy
3.57%
Industrials
10.28%
Information Technology
19.69%
Defensive
32.33%
Consumer Staples
11.33%
Health Care
13.09%
Utilities
7.91%
Not Classified
0.45%
Non Classified Equity
0.45%
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