Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.20%
Stock 99.23%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 90.53%
Mid 6.75%
Small 2.73%
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Region Exposure

% Developed Markets: 98.80%    % Emerging Markets: 1.18%    % Unidentified Markets: 0.02%

Americas 69.11%
69.11%
Canada 0.24%
United States 68.87%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.29%
United Kingdom 9.68%
10.61%
France 2.39%
Ireland 1.55%
Italy 2.66%
Switzerland 4.00%
0.00%
0.00%
Greater Asia 10.59%
Japan 3.54%
0.00%
5.87%
Hong Kong 2.12%
Singapore 1.48%
Taiwan 2.27%
1.18%
India 1.18%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
38.28%
Materials
3.59%
Consumer Discretionary
15.30%
Financials
19.39%
Real Estate
0.00%
Sensitive
45.21%
Communication Services
9.11%
Energy
0.00%
Industrials
11.64%
Information Technology
24.46%
Defensive
16.50%
Consumer Staples
4.03%
Health Care
12.47%
Utilities
0.00%
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