Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.13%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.20%
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Market Capitalization

As of October 31, 2025
Large 79.73%
Mid 18.58%
Small 1.69%
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Region Exposure

% Developed Markets: 98.73%    % Emerging Markets: 1.46%    % Unidentified Markets: -0.20%

Americas 66.14%
66.14%
Canada 0.13%
United States 66.01%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.27%
United Kingdom 5.74%
14.53%
France 3.19%
Netherlands 3.82%
Switzerland 7.52%
0.00%
0.00%
Greater Asia 13.79%
Japan 2.93%
0.00%
9.39%
Taiwan 9.39%
1.46%
India 1.46%
Unidentified Region -0.20%

Stock Sector Exposure

Cyclical
39.79%
Materials
2.99%
Consumer Discretionary
17.70%
Financials
19.09%
Real Estate
0.00%
Sensitive
48.14%
Communication Services
9.40%
Energy
0.00%
Industrials
10.57%
Information Technology
28.17%
Defensive
12.07%
Consumer Staples
6.25%
Health Care
5.82%
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