Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.39%
Stock 92.55%
Bond 4.33%
Convertible 0.00%
Preferred 0.08%
Other 1.65%
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Market Capitalization

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

% Developed Markets: 94.95%    % Emerging Markets: 2.43%    % Unidentified Markets: 2.63%

Americas 78.32%
77.45%
Canada 0.56%
United States 76.90%
0.87%
Argentina 0.01%
Brazil 0.35%
Chile 0.03%
Colombia 0.01%
Mexico 0.14%
Peru 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.95%
United Kingdom 3.14%
8.38%
Austria 0.00%
Belgium 0.06%
Denmark 0.33%
Finland 0.04%
France 1.36%
Germany 0.87%
Greece 0.00%
Ireland 1.78%
Italy 0.28%
Netherlands 1.93%
Norway 0.08%
Portugal 0.05%
Spain 0.49%
Sweden 0.08%
Switzerland 0.89%
0.07%
Turkey 0.01%
0.37%
Egypt 0.01%
Israel 0.20%
South Africa 0.10%
United Arab Emirates 0.06%
Greater Asia 7.10%
Japan 2.01%
0.30%
Australia 0.30%
3.13%
Hong Kong 0.55%
Singapore 0.27%
South Korea 0.93%
Taiwan 1.38%
1.66%
China 0.93%
India 0.52%
Indonesia 0.02%
Kazakhstan 0.00%
Philippines 0.02%
Thailand 0.16%
Unidentified Region 2.63%

Stock Sector Exposure

Cyclical
28.96%
Materials
3.21%
Consumer Discretionary
11.40%
Financials
13.27%
Real Estate
1.09%
Sensitive
48.98%
Communication Services
8.68%
Energy
2.18%
Industrials
10.15%
Information Technology
27.96%
Defensive
15.32%
Consumer Staples
4.77%
Health Care
9.11%
Utilities
1.45%
Not Classified
6.74%
Non Classified Equity
0.08%
Not Classified - Non Equity
6.65%
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