Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.21%
Stock 81.18%
Bond 2.23%
Convertible 0.00%
Preferred 0.16%
Other 15.22%
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Market Capitalization

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

% Developed Markets: 81.59%    % Emerging Markets: 2.71%    % Unidentified Markets: 15.70%

Americas 56.39%
55.60%
Canada 0.13%
United States 55.47%
0.80%
Brazil 0.25%
Chile 0.03%
Colombia 0.02%
Mexico 0.11%
Peru 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.51%
United Kingdom 2.37%
12.06%
Austria 0.10%
Belgium 0.23%
Denmark 0.58%
Finland 0.50%
France 1.27%
Germany 2.30%
Greece 0.03%
Ireland 1.04%
Italy 0.91%
Netherlands 1.17%
Norway 0.26%
Portugal 0.04%
Spain 0.49%
Sweden 0.85%
Switzerland 2.07%
0.09%
Czech Republic 0.01%
Poland 0.04%
Turkey 0.03%
1.00%
Egypt 0.00%
Israel 0.57%
Qatar 0.03%
Saudi Arabia 0.15%
South Africa 0.13%
United Arab Emirates 0.06%
Greater Asia 12.40%
Japan 6.20%
1.49%
Australia 1.46%
2.87%
Hong Kong 0.82%
Singapore 0.60%
South Korea 0.54%
Taiwan 0.88%
1.83%
China 0.93%
India 0.69%
Indonesia 0.05%
Malaysia 0.06%
Philippines 0.02%
Thailand 0.09%
Unidentified Region 15.70%

Stock Sector Exposure

Cyclical
28.45%
Materials
3.39%
Consumer Discretionary
9.34%
Financials
13.80%
Real Estate
1.93%
Sensitive
40.95%
Communication Services
6.94%
Energy
2.43%
Industrials
11.53%
Information Technology
20.05%
Defensive
14.15%
Consumer Staples
3.34%
Health Care
8.82%
Utilities
1.99%
Not Classified
16.44%
Non Classified Equity
0.18%
Not Classified - Non Equity
16.27%
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