Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.70%
Stock 99.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 89.43%
Mid 8.99%
Small 1.58%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.69%    % Emerging Markets: 2.57%    % Unidentified Markets: 0.74%

Americas 67.27%
65.91%
United States 65.91%
1.36%
Brazil 0.52%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.21%
United Kingdom 10.85%
11.36%
France 2.12%
Germany 3.73%
Greece 0.94%
Ireland 4.57%
0.00%
0.00%
Greater Asia 9.78%
Japan 3.13%
0.00%
5.44%
Taiwan 5.44%
1.21%
India 1.21%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
28.42%
Materials
4.41%
Consumer Discretionary
9.15%
Financials
14.86%
Real Estate
0.00%
Sensitive
58.27%
Communication Services
6.09%
Energy
0.00%
Industrials
16.06%
Information Technology
36.13%
Defensive
12.61%
Consumer Staples
2.94%
Health Care
8.56%
Utilities
1.11%
Not Classified
0.70%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.70%
As of October 31, 2025
View Region Exposure
Start Trial

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