Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.07%
Stock 97.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.00%
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Market Capitalization

As of October 31, 2025
Large 66.13%
Mid 21.56%
Small 12.31%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 94.17%
91.27%
Canada 23.44%
United States 67.84%
2.90%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.83%
United Kingdom 1.25%
4.58%
Ireland 3.24%
Netherlands 0.48%
Switzerland 0.86%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
46.00%
Materials
5.12%
Consumer Discretionary
7.33%
Financials
30.23%
Real Estate
3.32%
Sensitive
35.25%
Communication Services
4.30%
Energy
9.28%
Industrials
13.43%
Information Technology
8.24%
Defensive
18.14%
Consumer Staples
6.04%
Health Care
7.98%
Utilities
4.12%
Not Classified
0.61%
Non Classified Equity
0.61%
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