Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.78%
Stock 98.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 77.96%
Mid 20.54%
Small 1.49%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 64.49%
64.49%
Canada 3.40%
United States 61.09%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.09%
United Kingdom 4.30%
17.78%
Denmark 1.47%
France 4.16%
Ireland 2.13%
Italy 0.49%
Netherlands 4.71%
Spain 1.99%
Switzerland 2.83%
0.00%
0.00%
Greater Asia 13.42%
Japan 3.87%
1.32%
Australia 1.32%
8.23%
Hong Kong 3.55%
Taiwan 4.68%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
33.82%
Materials
4.24%
Consumer Discretionary
18.53%
Financials
11.06%
Real Estate
0.00%
Sensitive
40.86%
Communication Services
0.98%
Energy
0.00%
Industrials
9.70%
Information Technology
30.19%
Defensive
25.31%
Consumer Staples
4.92%
Health Care
20.39%
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