Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.45%
Stock 97.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.13%
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Market Capitalization

As of October 31, 2025
Large 14.24%
Mid 39.45%
Small 46.31%
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Region Exposure

% Developed Markets: 91.65%    % Emerging Markets: 6.04%    % Unidentified Markets: 2.32%

Americas 53.02%
52.87%
United States 52.87%
0.15%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.16%
United Kingdom 6.04%
14.12%
Austria 0.40%
Denmark 0.84%
Finland 0.33%
France 1.80%
Germany 2.22%
Ireland 2.71%
Italy 1.82%
Netherlands 1.00%
Portugal 0.73%
Sweden 0.49%
Switzerland 1.78%
0.00%
0.00%
Greater Asia 24.50%
Japan 9.23%
3.24%
Australia 2.99%
6.00%
Hong Kong 1.17%
Singapore 0.73%
South Korea 1.94%
Taiwan 2.15%
6.04%
China 2.35%
India 2.93%
Indonesia 0.25%
Philippines 0.29%
Thailand 0.23%
Unidentified Region 2.32%

Stock Sector Exposure

Cyclical
20.40%
Materials
4.09%
Consumer Discretionary
4.63%
Financials
9.41%
Real Estate
2.27%
Sensitive
48.69%
Communication Services
3.00%
Energy
1.23%
Industrials
21.57%
Information Technology
22.90%
Defensive
28.46%
Consumer Staples
5.43%
Health Care
21.78%
Utilities
1.24%
Not Classified
2.45%
Non Classified Equity
2.45%
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