Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.11%
Stock 98.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.44%
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Market Capitalization

As of October 31, 2025
Large 85.12%
Mid 12.47%
Small 2.42%
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Region Exposure

% Developed Markets: 99.15%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.85%

Americas 59.32%
59.32%
Canada 3.96%
United States 55.36%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.33%
United Kingdom 12.11%
16.38%
Belgium 0.73%
Denmark 1.55%
Finland 0.57%
France 3.14%
Germany 1.46%
Ireland 1.69%
Italy 1.80%
Netherlands 2.13%
Norway 0.00%
Spain 2.00%
Sweden 0.00%
Switzerland 1.30%
0.00%
0.84%
Israel 0.84%
Greater Asia 10.50%
Japan 4.05%
1.40%
Australia 1.40%
5.05%
Hong Kong 0.69%
Singapore 2.28%
Taiwan 2.08%
0.00%
Unidentified Region 0.85%

Stock Sector Exposure

Cyclical
30.59%
Materials
0.00%
Consumer Discretionary
10.65%
Financials
19.94%
Real Estate
0.00%
Sensitive
51.14%
Communication Services
8.72%
Energy
1.86%
Industrials
9.24%
Information Technology
31.32%
Defensive
18.27%
Consumer Staples
2.94%
Health Care
12.77%
Utilities
2.56%
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