Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.51%
Stock 100.5%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 92.26%
Mid 6.69%
Small 1.05%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.00%    % Emerging Markets: 8.76%    % Unidentified Markets: 0.25%

Americas 65.67%
65.07%
Canada 2.55%
United States 62.52%
0.60%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.11%
United Kingdom 1.20%
17.61%
France 2.98%
Germany 2.90%
Italy 1.02%
Netherlands 6.00%
Spain 0.81%
Sweden 1.08%
Switzerland 1.94%
0.00%
0.31%
Israel 0.31%
Greater Asia 14.98%
Japan 2.11%
0.00%
4.70%
Taiwan 4.70%
8.16%
China 2.87%
India 5.29%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
25.36%
Materials
0.83%
Consumer Discretionary
9.59%
Financials
11.59%
Real Estate
3.35%
Sensitive
62.02%
Communication Services
21.03%
Energy
0.00%
Industrials
5.41%
Information Technology
35.58%
Defensive
12.31%
Consumer Staples
0.00%
Health Care
12.31%
Utilities
0.00%
Not Classified
0.30%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.14%
As of October 31, 2025
View Region Exposure
Start Trial

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