Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.28%
Stock 96.17%
Bond 2.61%
Convertible 0.00%
Preferred 0.00%
Other 0.94%
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Market Capitalization

As of October 31, 2025
Large 77.48%
Mid 18.98%
Small 3.54%
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Region Exposure

% Developed Markets: 96.30%    % Emerging Markets: 1.88%    % Unidentified Markets: 1.82%

Americas 37.42%
37.42%
United States 37.42%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.25%
United Kingdom 14.74%
31.50%
France 7.58%
Germany 8.26%
Ireland 4.05%
Netherlands 4.05%
Switzerland 7.56%
0.00%
0.00%
Greater Asia 14.52%
Japan 8.20%
0.00%
4.44%
Singapore 2.03%
South Korea 2.41%
1.88%
China 1.88%
Unidentified Region 1.82%

Stock Sector Exposure

Cyclical
34.20%
Materials
5.36%
Consumer Discretionary
7.92%
Financials
19.31%
Real Estate
1.62%
Sensitive
35.83%
Communication Services
10.89%
Energy
5.57%
Industrials
11.55%
Information Technology
7.81%
Defensive
29.00%
Consumer Staples
10.70%
Health Care
17.05%
Utilities
1.25%
Not Classified
0.97%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.97%
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