Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.06%
Stock 97.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.34%
Other -0.02%
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Market Capitalization

As of October 31, 2025
Large 93.22%
Mid 6.67%
Small 0.11%
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Region Exposure

% Developed Markets: 68.49%    % Emerging Markets: 31.52%    % Unidentified Markets: -0.02%

Americas 0.32%
0.32%
Canada 0.00%
United States 0.32%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.36%
United Kingdom 0.00%
1.36%
Ireland 1.36%
0.00%
0.00%
Greater Asia 98.33%
Japan 29.74%
7.37%
Australia 6.64%
29.70%
Hong Kong 5.23%
Singapore 2.75%
South Korea 8.82%
Taiwan 12.90%
31.52%
China 17.37%
India 12.28%
Indonesia 1.34%
Thailand 0.53%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
40.00%
Materials
3.96%
Consumer Discretionary
14.33%
Financials
20.54%
Real Estate
1.18%
Sensitive
52.11%
Communication Services
10.42%
Energy
1.63%
Industrials
12.96%
Information Technology
27.09%
Defensive
6.62%
Consumer Staples
2.94%
Health Care
3.68%
Utilities
0.00%
Not Classified
1.28%
Non Classified Equity
1.28%
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