Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.01%
Stock 97.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.38%
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Market Capitalization

As of October 31, 2025
Large 75.74%
Mid 18.79%
Small 5.47%
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Region Exposure

% Developed Markets: 86.41%    % Emerging Markets: 11.26%    % Unidentified Markets: 2.33%

Americas 32.93%
32.93%
United States 32.93%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.39%
United Kingdom 10.46%
22.73%
Denmark 1.61%
France 10.18%
Germany 4.49%
Ireland 3.92%
Netherlands 2.53%
1.20%
Turkey 1.20%
0.00%
Greater Asia 30.35%
Japan 1.30%
1.24%
Australia 1.24%
17.75%
Hong Kong 7.59%
South Korea 5.11%
Taiwan 5.06%
10.06%
China 6.20%
India 2.99%
Philippines 0.88%
Unidentified Region 2.33%

Stock Sector Exposure

Cyclical
35.45%
Materials
3.67%
Consumer Discretionary
13.25%
Financials
18.53%
Real Estate
0.00%
Sensitive
55.83%
Communication Services
26.40%
Energy
6.86%
Industrials
9.67%
Information Technology
12.91%
Defensive
6.12%
Consumer Staples
2.98%
Health Care
3.13%
Utilities
0.00%
Not Classified
2.61%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.61%
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