Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.78%
Stock 98.82%
Bond 0.40%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 87.87%
Mid 9.43%
Small 2.70%
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Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.96%    % Unidentified Markets: 0.15%

Americas 70.74%
70.74%
Canada 0.44%
United States 70.30%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.96%
United Kingdom 11.55%
10.41%
Austria 1.30%
Belgium 0.40%
France 1.29%
Ireland 1.91%
Italy 1.41%
Netherlands 0.55%
Switzerland 3.26%
0.00%
0.00%
Greater Asia 7.15%
Japan 2.76%
0.00%
3.44%
Hong Kong 0.90%
Singapore 0.54%
Taiwan 2.00%
0.96%
China 0.36%
India 0.60%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
35.65%
Materials
4.52%
Consumer Discretionary
11.64%
Financials
18.40%
Real Estate
1.09%
Sensitive
47.15%
Communication Services
8.40%
Energy
2.61%
Industrials
10.60%
Information Technology
25.54%
Defensive
17.20%
Consumer Staples
4.57%
Health Care
10.86%
Utilities
1.77%
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