Asset Allocation

As of October 31, 2025.
Type % Net
Cash 7.26%
Stock 92.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of October 31, 2025
Large 85.10%
Mid 13.42%
Small 1.48%
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Region Exposure

% Developed Markets: 92.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 7.15%

Americas 60.54%
60.54%
Canada 3.06%
United States 57.48%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.64%
United Kingdom 13.21%
15.43%
Denmark 1.28%
France 1.50%
Germany 2.68%
Ireland 2.75%
Netherlands 1.68%
Spain 2.34%
Switzerland 3.19%
0.00%
0.00%
Greater Asia 3.66%
Japan 1.62%
0.00%
2.04%
Taiwan 2.04%
0.00%
Unidentified Region 7.15%

Stock Sector Exposure

Cyclical
41.26%
Materials
1.70%
Consumer Discretionary
19.77%
Financials
19.79%
Real Estate
0.00%
Sensitive
29.12%
Communication Services
4.61%
Energy
0.00%
Industrials
3.80%
Information Technology
20.71%
Defensive
29.62%
Consumer Staples
9.68%
Health Care
19.94%
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