Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.42%
Stock 90.98%
Bond 4.76%
Convertible 0.00%
Preferred 0.00%
Other -1.16%
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Market Capitalization

As of October 31, 2025
Large 35.16%
Mid 24.22%
Small 40.62%
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Region Exposure

% Developed Markets: 84.41%    % Emerging Markets: 11.33%    % Unidentified Markets: 4.26%

Americas 24.68%
15.05%
Canada 10.29%
United States 4.76%
9.63%
Brazil 2.37%
Mexico 3.92%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.47%
United Kingdom 17.04%
38.05%
Austria 3.33%
Belgium 1.90%
Denmark 2.01%
France 9.32%
Germany 6.77%
Netherlands 4.00%
Sweden 3.33%
Switzerland 4.21%
0.00%
2.38%
Israel 2.38%
Greater Asia 13.59%
Japan 4.85%
1.19%
Australia 1.19%
5.85%
Hong Kong 5.85%
1.70%
Indonesia 1.70%
Unidentified Region 4.26%

Stock Sector Exposure

Cyclical
33.34%
Materials
14.47%
Consumer Discretionary
10.90%
Financials
7.97%
Real Estate
0.00%
Sensitive
31.98%
Communication Services
5.68%
Energy
7.26%
Industrials
10.41%
Information Technology
8.63%
Defensive
24.63%
Consumer Staples
16.45%
Health Care
8.18%
Utilities
0.00%
Not Classified
10.05%
Non Classified Equity
0.00%
Not Classified - Non Equity
10.05%
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