Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.65%
Stock 99.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.18%
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Market Capitalization

As of October 31, 2025
Large 68.24%
Mid 19.92%
Small 11.85%
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Region Exposure

% Developed Markets: 99.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.18%

Americas 68.49%
68.49%
Canada 5.16%
United States 63.32%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.54%
United Kingdom 7.02%
22.52%
Belgium 3.85%
France 4.63%
Germany 3.11%
Ireland 1.58%
Italy 4.62%
Spain 1.74%
Switzerland 1.58%
0.00%
0.00%
Greater Asia 1.79%
Japan 1.79%
0.00%
0.00%
0.00%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
32.52%
Materials
1.23%
Consumer Discretionary
13.37%
Financials
16.28%
Real Estate
1.64%
Sensitive
56.47%
Communication Services
8.53%
Energy
3.48%
Industrials
16.34%
Information Technology
28.12%
Defensive
11.02%
Consumer Staples
3.79%
Health Care
7.22%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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