Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.62%
Stock 97.20%
Bond 0.00%
Convertible 0.00%
Preferred 2.77%
Other -0.58%
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Market Capitalization

As of October 31, 2025
Large 79.36%
Mid 18.19%
Small 2.45%
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Region Exposure

% Developed Markets: 100.6%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.58%

Americas 50.82%
50.82%
Canada 0.62%
United States 50.20%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.92%
United Kingdom 5.70%
31.22%
Belgium 1.38%
Denmark 1.48%
France 8.58%
Germany 5.11%
Ireland 7.65%
Netherlands 3.44%
Switzerland 3.59%
0.00%
0.00%
Greater Asia 12.84%
Japan 7.80%
0.00%
5.03%
South Korea 2.77%
Taiwan 2.26%
0.00%
Unidentified Region -0.58%

Stock Sector Exposure

Cyclical
39.61%
Materials
7.26%
Consumer Discretionary
9.83%
Financials
22.52%
Real Estate
0.00%
Sensitive
42.42%
Communication Services
7.22%
Energy
4.63%
Industrials
15.75%
Information Technology
14.81%
Defensive
17.97%
Consumer Staples
6.00%
Health Care
8.77%
Utilities
3.20%
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