Asset Allocation

As of October 31, 2025.
Type % Net
Cash 9.83%
Stock 90.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 88.95%
Mid 9.32%
Small 1.73%
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Region Exposure

% Developed Markets: 99.35%    % Emerging Markets: 0.65%    % Unidentified Markets: 0.00%

Americas 60.10%
60.10%
Canada 9.35%
United States 50.74%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.90%
United Kingdom 6.11%
21.80%
France 8.70%
Germany 1.66%
Ireland 2.44%
Netherlands 3.94%
Spain 0.52%
Sweden 0.44%
Switzerland 4.10%
0.00%
0.00%
Greater Asia 12.00%
Japan 4.60%
0.00%
6.75%
Hong Kong 0.77%
Taiwan 5.98%
0.65%
India 0.65%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
26.86%
Materials
5.02%
Consumer Discretionary
8.05%
Financials
13.78%
Real Estate
0.00%
Sensitive
45.76%
Communication Services
6.46%
Energy
0.00%
Industrials
9.75%
Information Technology
29.55%
Defensive
27.38%
Consumer Staples
4.90%
Health Care
22.48%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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