Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.88%
Stock 98.05%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 87.09%
Mid 11.62%
Small 1.29%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.05%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.95%

Americas 69.61%
69.61%
Canada 3.35%
United States 66.26%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.88%
United Kingdom 9.70%
15.18%
Denmark 0.93%
France 3.70%
Germany 2.36%
Ireland 2.59%
Netherlands 1.50%
Spain 1.48%
Switzerland 2.62%
0.00%
0.00%
Greater Asia 3.56%
Japan 1.02%
0.00%
2.53%
Taiwan 2.53%
0.00%
Unidentified Region 1.95%

Stock Sector Exposure

Cyclical
34.50%
Materials
1.60%
Consumer Discretionary
15.59%
Financials
17.31%
Real Estate
0.00%
Sensitive
44.46%
Communication Services
5.63%
Energy
1.65%
Industrials
7.14%
Information Technology
30.04%
Defensive
21.04%
Consumer Staples
7.14%
Health Care
13.90%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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