Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.44%
Stock 97.54%
Bond 0.14%
Convertible 0.00%
Preferred 0.26%
Other 1.62%
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Market Capitalization

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

% Developed Markets: 93.70%    % Emerging Markets: 4.30%    % Unidentified Markets: 2.00%

Americas 71.96%
71.16%
Canada 5.09%
United States 66.07%
0.80%
Argentina 0.02%
Brazil 0.32%
Chile 0.07%
Colombia 0.01%
Mexico 0.13%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.85%
United Kingdom 2.75%
8.80%
Austria 0.17%
Belgium 0.21%
Denmark 0.37%
Finland 0.28%
France 1.23%
Germany 1.46%
Greece 0.03%
Ireland 0.70%
Italy 0.84%
Netherlands 0.59%
Norway 0.15%
Portugal 0.03%
Spain 0.68%
Sweden 0.54%
Switzerland 1.34%
0.17%
Czech Republic 0.01%
Poland 0.00%
Russia 0.09%
Turkey 0.05%
1.13%
Egypt 0.00%
Israel 0.33%
Qatar 0.04%
Saudi Arabia 0.19%
South Africa 0.42%
United Arab Emirates 0.09%
Greater Asia 13.19%
Japan 5.69%
1.49%
Australia 1.44%
3.10%
Hong Kong 0.84%
Singapore 0.49%
South Korea 0.62%
Taiwan 1.15%
2.90%
China 1.49%
India 1.00%
Indonesia 0.09%
Kazakhstan 0.07%
Malaysia 0.11%
Philippines 0.03%
Thailand 0.10%
Unidentified Region 2.00%

Stock Sector Exposure

Cyclical
33.45%
Materials
5.76%
Consumer Discretionary
11.40%
Financials
14.60%
Real Estate
1.69%
Sensitive
52.83%
Communication Services
7.73%
Energy
4.43%
Industrials
14.80%
Information Technology
25.88%
Defensive
13.10%
Consumer Staples
3.76%
Health Care
6.95%
Utilities
2.39%
Not Classified
0.61%
Non Classified Equity
0.22%
Not Classified - Non Equity
0.39%
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