Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.20%
Stock 95.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.33%    % Emerging Markets: 0.48%    % Unidentified Markets: 0.19%

Americas 45.15%
44.66%
Canada 4.79%
United States 39.87%
0.48%
Brazil 0.48%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.66%
United Kingdom 16.85%
35.81%
Belgium 2.03%
France 9.05%
Italy 2.93%
Netherlands 7.96%
Portugal 3.02%
Spain 8.89%
Switzerland 1.94%
0.00%
0.00%
Greater Asia 2.01%
Japan 0.00%
2.01%
Australia 2.01%
0.00%
0.00%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
5.69%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
5.69%
Sensitive
38.99%
Communication Services
9.22%
Energy
7.30%
Industrials
22.47%
Information Technology
0.00%
Defensive
55.32%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
55.32%
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