Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.74%
Stock 99.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.56%
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Market Capitalization

As of October 31, 2025
Large 91.98%
Mid 6.79%
Small 1.23%
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Region Exposure

% Developed Markets: 91.09%    % Emerging Markets: 8.76%    % Unidentified Markets: 0.16%

Americas 65.90%
65.31%
Canada 2.54%
United States 62.77%
0.59%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.00%
United Kingdom 1.20%
17.49%
France 2.98%
Germany 2.88%
Italy 0.99%
Netherlands 5.96%
Spain 0.81%
Sweden 1.08%
Switzerland 1.93%
0.00%
0.31%
Israel 0.31%
Greater Asia 14.94%
Japan 2.08%
0.00%
4.70%
Taiwan 4.70%
8.16%
China 2.86%
India 5.30%
Unidentified Region 0.16%

Stock Sector Exposure

Cyclical
25.40%
Materials
0.83%
Consumer Discretionary
9.61%
Financials
11.58%
Real Estate
3.37%
Sensitive
62.27%
Communication Services
21.16%
Energy
0.00%
Industrials
5.43%
Information Technology
35.68%
Defensive
12.33%
Consumer Staples
0.00%
Health Care
12.33%
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