Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.35%
Stock 94.02%
Bond 2.67%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of October 31, 2025
Large 83.73%
Mid 12.01%
Small 4.26%
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Region Exposure

% Developed Markets: 96.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.30%

Americas 76.49%
76.49%
Canada 6.45%
United States 70.04%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.21%
United Kingdom 3.07%
14.27%
France 1.62%
Ireland 3.41%
Netherlands 4.04%
Switzerland 5.20%
0.00%
2.87%
Israel 2.87%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.30%

Stock Sector Exposure

Cyclical
29.50%
Materials
5.32%
Consumer Discretionary
6.01%
Financials
15.40%
Real Estate
2.77%
Sensitive
49.14%
Communication Services
11.67%
Energy
0.00%
Industrials
8.97%
Information Technology
28.51%
Defensive
15.36%
Consumer Staples
4.38%
Health Care
10.98%
Utilities
0.00%
Not Classified
6.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.00%
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