Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.67%
Stock 98.26%
Bond 0.59%
Convertible 0.00%
Preferred 0.35%
Other 0.13%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 89.56%    % Emerging Markets: 9.47%    % Unidentified Markets: 0.97%

Americas 59.39%
57.65%
Canada 2.67%
United States 54.98%
1.73%
Brazil 0.59%
Mexico 0.33%
Peru 0.50%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.80%
United Kingdom 4.79%
14.06%
Austria 0.67%
Belgium 0.13%
Denmark 0.32%
France 3.03%
Germany 1.00%
Greece 0.05%
Ireland 2.81%
Italy 1.32%
Netherlands 1.23%
Norway 0.01%
Portugal 0.06%
Spain 0.61%
Sweden 0.16%
Switzerland 2.31%
0.06%
Poland 0.06%
Russia 0.00%
0.89%
Israel 0.16%
South Africa 0.51%
United Arab Emirates 0.22%
Greater Asia 19.84%
Japan 3.94%
0.02%
Australia 0.02%
8.77%
Hong Kong 1.25%
Singapore 1.21%
South Korea 1.61%
Taiwan 4.69%
7.11%
China 4.10%
India 2.64%
Indonesia 0.14%
Philippines 0.13%
Thailand 0.11%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
32.82%
Materials
2.81%
Consumer Discretionary
11.66%
Financials
17.57%
Real Estate
0.79%
Sensitive
50.99%
Communication Services
8.16%
Energy
1.29%
Industrials
14.40%
Information Technology
27.13%
Defensive
16.17%
Consumer Staples
5.25%
Health Care
9.57%
Utilities
1.36%
Not Classified
0.02%
Non Classified Equity
0.02%
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