Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.49%
Stock 99.51%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 82.09%
Mid 12.66%
Small 5.25%
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Region Exposure

% Developed Markets: 98.34%    % Emerging Markets: 1.56%    % Unidentified Markets: 0.10%

Americas 66.16%
65.60%
Canada 0.01%
United States 65.59%
0.56%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.39%
United Kingdom 3.96%
14.44%
France 2.76%
Germany 1.34%
Ireland 2.63%
Italy 3.07%
Netherlands 2.24%
Norway 0.50%
Spain 0.77%
Switzerland 1.13%
0.00%
0.00%
Greater Asia 15.35%
Japan 4.29%
1.13%
Australia 1.13%
8.93%
Hong Kong 2.32%
Singapore 0.76%
South Korea 3.70%
Taiwan 2.15%
1.00%
China 1.00%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
31.95%
Materials
2.53%
Consumer Discretionary
8.94%
Financials
17.64%
Real Estate
2.84%
Sensitive
52.51%
Communication Services
8.85%
Energy
0.00%
Industrials
12.08%
Information Technology
31.58%
Defensive
15.54%
Consumer Staples
3.12%
Health Care
10.36%
Utilities
2.06%
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