Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.41%
Stock 99.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.15%
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Market Capitalization

As of October 31, 2025
Large 25.44%
Mid 35.08%
Small 39.48%
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Region Exposure

% Developed Markets: 98.79%    % Emerging Markets: 1.08%    % Unidentified Markets: 0.12%

Americas 66.94%
65.18%
Canada 2.17%
United States 63.00%
1.77%
Mexico 0.41%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.07%
United Kingdom 3.64%
8.43%
Belgium 0.63%
France 1.60%
Germany 0.93%
Italy 0.44%
Netherlands 0.73%
Spain 1.45%
Sweden 2.65%
0.00%
0.00%
Greater Asia 20.86%
Japan 8.78%
6.68%
Australia 6.68%
5.40%
Hong Kong 1.81%
Singapore 3.59%
0.00%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
94.00%
Materials
0.00%
Consumer Discretionary
0.63%
Financials
0.00%
Real Estate
93.37%
Sensitive
1.70%
Communication Services
1.47%
Energy
0.00%
Industrials
0.00%
Information Technology
0.22%
Defensive
1.17%
Consumer Staples
0.00%
Health Care
1.17%
Utilities
0.00%
Not Classified
3.14%
Non Classified Equity
3.14%
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