Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.83%
Stock 98.77%
Bond 0.02%
Convertible 0.00%
Preferred 0.21%
Other 0.17%
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Market Capitalization

As of October 31, 2025
Large 80.93%
Mid 17.24%
Small 1.83%
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Region Exposure

% Developed Markets: 99.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.48%

Americas 75.59%
75.58%
Canada 6.54%
United States 69.04%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.82%
United Kingdom 1.77%
15.04%
Belgium 0.17%
Denmark 0.10%
Finland 0.58%
France 0.81%
Germany 3.41%
Ireland 3.19%
Italy 0.98%
Netherlands 0.51%
Norway 0.42%
Spain 0.48%
Sweden 0.69%
Switzerland 3.70%
0.00%
0.01%
United Arab Emirates 0.01%
Greater Asia 7.12%
Japan 3.88%
1.88%
Australia 1.88%
1.36%
Hong Kong 0.22%
Singapore 1.14%
0.00%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
32.26%
Materials
3.02%
Consumer Discretionary
9.71%
Financials
19.05%
Real Estate
0.48%
Sensitive
45.14%
Communication Services
7.61%
Energy
1.44%
Industrials
14.31%
Information Technology
21.78%
Defensive
21.79%
Consumer Staples
9.03%
Health Care
8.75%
Utilities
4.00%
Not Classified
0.81%
Non Classified Equity
0.13%
Not Classified - Non Equity
0.68%
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