Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.75%
Stock 97.61%
Bond 1.27%
Convertible 0.00%
Preferred 0.33%
Other 0.05%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 91.31%    % Emerging Markets: 8.07%    % Unidentified Markets: 0.63%

Americas 61.03%
59.40%
Canada 3.80%
United States 55.61%
1.63%
Brazil 0.49%
Chile 0.09%
Mexico 0.37%
Peru 0.37%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.20%
United Kingdom 5.88%
16.22%
Denmark 0.44%
France 4.73%
Germany 0.99%
Greece 0.11%
Ireland 3.87%
Netherlands 1.40%
Spain 0.81%
Sweden 0.45%
Switzerland 3.37%
0.00%
0.11%
South Africa 0.11%
Greater Asia 16.14%
Japan 1.57%
0.21%
Australia 0.21%
7.98%
Hong Kong 0.61%
Singapore 0.15%
South Korea 1.73%
Taiwan 5.49%
6.38%
China 3.80%
India 2.57%
Thailand 0.00%
Unidentified Region 0.63%

Stock Sector Exposure

Cyclical
30.29%
Materials
3.35%
Consumer Discretionary
10.97%
Financials
14.88%
Real Estate
1.08%
Sensitive
51.92%
Communication Services
6.71%
Energy
1.96%
Industrials
13.31%
Information Technology
29.94%
Defensive
17.65%
Consumer Staples
6.29%
Health Care
9.84%
Utilities
1.52%
Not Classified
0.14%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.11%
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