Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 97.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other 2.77%
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Market Capitalization

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

% Developed Markets: 97.04%    % Emerging Markets: 0.21%    % Unidentified Markets: 2.75%

Americas 63.63%
63.58%
Canada 4.85%
United States 58.73%
0.05%
Mexico 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.76%
United Kingdom 4.86%
16.28%
Austria 0.12%
Belgium 0.29%
Denmark 0.56%
Finland 0.36%
France 2.83%
Germany 2.87%
Ireland 1.18%
Italy 0.93%
Netherlands 1.84%
Norway 0.23%
Portugal 0.06%
Spain 1.00%
Sweden 1.10%
Switzerland 2.84%
0.15%
Poland 0.15%
0.46%
Israel 0.46%
Greater Asia 11.86%
Japan 8.12%
2.42%
Australia 2.32%
1.29%
Hong Kong 0.67%
Singapore 0.61%
0.03%
China 0.03%
Unidentified Region 2.75%

Stock Sector Exposure

Cyclical
31.99%
Materials
3.64%
Consumer Discretionary
9.81%
Financials
16.84%
Real Estate
1.69%
Sensitive
48.53%
Communication Services
7.86%
Energy
3.56%
Industrials
11.70%
Information Technology
25.40%
Defensive
16.80%
Consumer Staples
5.27%
Health Care
8.88%
Utilities
2.66%
Not Classified
2.69%
Non Classified Equity
0.18%
Not Classified - Non Equity
2.50%
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