Asset Allocation

As of October 31, 2025.
Type % Net
Cash -2.05%
Stock 102.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 48.59%
Mid 36.77%
Small 14.64%
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Region Exposure

% Developed Markets: 85.97%    % Emerging Markets: 13.13%    % Unidentified Markets: 0.90%

Americas 56.10%
47.22%
Canada 5.27%
United States 41.95%
8.87%
Argentina 1.48%
Brazil 4.41%
Mexico 2.99%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.77%
United Kingdom 7.37%
28.41%
France 11.00%
Germany 3.09%
Italy 2.88%
Netherlands 3.40%
Spain 7.08%
0.00%
0.00%
Greater Asia 7.23%
Japan 1.94%
1.04%
Australia 1.04%
0.00%
4.26%
China 0.93%
Indonesia 0.84%
Philippines 1.73%
Thailand 0.75%
Unidentified Region 0.90%

Stock Sector Exposure

Cyclical
5.41%
Materials
1.45%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
3.96%
Sensitive
58.32%
Communication Services
8.56%
Energy
11.40%
Industrials
37.45%
Information Technology
0.91%
Defensive
35.43%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
35.43%
Not Classified
0.83%
Non Classified Equity
0.83%
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