Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.98%
Stock 92.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 6.75%
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Market Capitalization

As of October 31, 2025
Large 42.03%
Mid 40.82%
Small 17.15%
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Region Exposure

% Developed Markets: 79.60%    % Emerging Markets: 13.64%    % Unidentified Markets: 6.76%

Americas 26.86%
22.28%
Canada 15.46%
United States 6.82%
4.59%
Brazil 4.59%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.19%
United Kingdom 1.47%
25.27%
Denmark 1.71%
Germany 7.00%
Italy 3.94%
Netherlands 3.25%
Spain 2.17%
Sweden 0.77%
Switzerland 6.44%
0.93%
6.52%
Israel 6.52%
Greater Asia 32.19%
Japan 1.30%
5.64%
Australia 4.94%
17.12%
Hong Kong 1.04%
South Korea 9.33%
Taiwan 6.76%
8.13%
India 4.39%
Malaysia 3.74%
Unidentified Region 6.76%

Stock Sector Exposure

Cyclical
27.69%
Materials
1.24%
Consumer Discretionary
14.65%
Financials
10.39%
Real Estate
1.41%
Sensitive
64.49%
Communication Services
0.96%
Energy
0.00%
Industrials
35.02%
Information Technology
28.51%
Defensive
2.64%
Consumer Staples
0.51%
Health Care
2.14%
Utilities
0.00%
Not Classified
5.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.18%
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