Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.11%
Stock 95.59%
Bond 0.00%
Convertible 0.00%
Preferred 2.68%
Other -0.38%
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Market Capitalization

As of October 31, 2025
Large 78.59%
Mid 18.72%
Small 2.69%
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Region Exposure

% Developed Markets: 100.4%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.38%

Americas 51.61%
51.61%
Canada 2.11%
United States 49.50%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.20%
United Kingdom 5.64%
30.56%
Belgium 1.35%
Denmark 1.47%
France 8.30%
Germany 5.01%
Ireland 7.51%
Netherlands 3.40%
Switzerland 3.53%
0.00%
0.00%
Greater Asia 12.57%
Japan 7.62%
0.00%
4.95%
South Korea 2.68%
Taiwan 2.27%
0.00%
Unidentified Region -0.38%

Stock Sector Exposure

Cyclical
39.39%
Materials
7.21%
Consumer Discretionary
9.79%
Financials
22.39%
Real Estate
0.00%
Sensitive
42.74%
Communication Services
7.17%
Energy
4.66%
Industrials
16.07%
Information Technology
14.83%
Defensive
17.87%
Consumer Staples
5.98%
Health Care
8.68%
Utilities
3.21%
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