Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.75%
Stock 95.39%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.85%
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Market Capitalization

As of October 31, 2025
Large 92.19%
Mid 7.81%
Small 0.00%
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Region Exposure

% Developed Markets: 93.79%    % Emerging Markets: 1.60%    % Unidentified Markets: 4.61%

Americas 66.87%
66.87%
United States 66.87%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.63%
United Kingdom 4.72%
11.91%
Denmark 0.71%
France 4.54%
Germany 3.16%
Ireland 2.29%
Spain 1.21%
0.00%
0.00%
Greater Asia 11.89%
Japan 4.62%
0.00%
5.67%
Hong Kong 1.17%
Singapore 1.87%
Taiwan 2.63%
1.60%
China 0.90%
India 0.70%
Unidentified Region 4.61%

Stock Sector Exposure

Cyclical
28.90%
Materials
4.74%
Consumer Discretionary
7.82%
Financials
15.55%
Real Estate
0.79%
Sensitive
48.42%
Communication Services
5.53%
Energy
4.08%
Industrials
10.72%
Information Technology
28.10%
Defensive
22.68%
Consumer Staples
6.38%
Health Care
13.89%
Utilities
2.42%
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