Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.66%
Stock 99.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of October 31, 2025
Large 93.55%
Mid 6.16%
Small 0.29%
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Region Exposure

% Developed Markets: 99.44%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.56%

Americas 56.17%
56.17%
Canada 3.14%
United States 53.03%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.29%
United Kingdom 6.52%
23.76%
France 10.91%
Germany 3.20%
Ireland 5.80%
Netherlands 2.67%
Switzerland 1.19%
0.00%
0.00%
Greater Asia 12.99%
Japan 5.39%
1.74%
Australia 1.74%
5.86%
Hong Kong 0.70%
Taiwan 5.16%
0.00%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
32.05%
Materials
2.67%
Consumer Discretionary
8.83%
Financials
18.66%
Real Estate
1.90%
Sensitive
48.21%
Communication Services
3.34%
Energy
4.97%
Industrials
8.50%
Information Technology
31.41%
Defensive
19.73%
Consumer Staples
5.74%
Health Care
9.44%
Utilities
4.55%
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