Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.39%
Stock 97.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.90%
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Market Capitalization

As of October 31, 2025
Large 59.20%
Mid 11.39%
Small 29.41%
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Region Exposure

% Developed Markets: 97.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.06%

Americas 76.86%
76.86%
Canada 1.51%
United States 75.35%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.07%
United Kingdom 2.67%
16.90%
Belgium 3.10%
Denmark 2.23%
Italy 0.91%
Netherlands 7.23%
Switzerland 3.43%
0.00%
1.50%
Israel 1.50%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.06%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
97.94%
Consumer Staples
0.00%
Health Care
97.94%
Utilities
0.00%
Not Classified
2.06%
Non Classified Equity
0.16%
Not Classified - Non Equity
1.89%
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