Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.32%
Stock 96.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.13%
Other 0.84%
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Market Capitalization

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

% Developed Markets: 96.48%    % Emerging Markets: 0.98%    % Unidentified Markets: 2.54%

Americas 71.24%
70.80%
Canada 0.97%
United States 69.83%
0.44%
Brazil 0.04%
Colombia 0.01%
Mexico 0.08%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.88%
United Kingdom 4.30%
12.08%
Austria 0.01%
Belgium 0.32%
Denmark 0.29%
Finland 0.08%
France 2.34%
Germany 2.61%
Greece 0.05%
Ireland 0.77%
Italy 0.44%
Netherlands 1.52%
Norway 0.41%
Portugal 0.03%
Spain 0.49%
Sweden 0.53%
Switzerland 1.60%
0.05%
Turkey 0.03%
0.45%
Israel 0.34%
Saudi Arabia 0.02%
South Africa 0.06%
United Arab Emirates 0.02%
Greater Asia 9.35%
Japan 5.57%
0.94%
Australia 0.90%
2.28%
Hong Kong 0.77%
Singapore 0.53%
South Korea 0.41%
Taiwan 0.56%
0.56%
China 0.27%
India 0.24%
Kazakhstan 0.02%
Philippines 0.02%
Unidentified Region 2.54%

Stock Sector Exposure

Cyclical
32.14%
Materials
3.11%
Consumer Discretionary
10.93%
Financials
16.58%
Real Estate
1.52%
Sensitive
52.52%
Communication Services
9.81%
Energy
4.01%
Industrials
12.84%
Information Technology
25.86%
Defensive
15.22%
Consumer Staples
4.26%
Health Care
9.42%
Utilities
1.54%
Not Classified
0.12%
Non Classified Equity
0.12%
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