Asset Allocation

As of October 31, 2025.
Type % Net
Cash 11.45%
Stock 82.84%
Bond 1.06%
Convertible 0.00%
Preferred 0.83%
Other 3.82%
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Market Capitalization

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

% Developed Markets: 89.61%    % Emerging Markets: 7.52%    % Unidentified Markets: 2.87%

Americas 63.32%
61.15%
Canada 17.34%
United States 43.81%
2.17%
Brazil 0.70%
Chile 0.14%
Mexico 0.54%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.39%
United Kingdom 5.79%
18.66%
Denmark 0.58%
Finland 0.60%
France 4.10%
Germany 4.19%
Ireland 0.72%
Italy 1.14%
Netherlands 1.29%
Norway 0.33%
Spain 0.00%
Sweden 0.97%
Switzerland 4.75%
0.55%
Czech Republic 0.03%
Poland 0.39%
Turkey 0.07%
1.38%
Saudi Arabia 0.67%
South Africa 0.71%
Greater Asia 7.43%
Japan 0.00%
0.00%
Australia 0.00%
3.21%
Hong Kong 0.01%
Singapore 0.00%
South Korea 0.73%
Taiwan 2.46%
4.22%
China 2.08%
India 0.75%
Indonesia 0.39%
Malaysia 0.44%
Philippines 0.09%
Thailand 0.47%
Unidentified Region 2.87%

Stock Sector Exposure

Cyclical
26.51%
Materials
4.10%
Consumer Discretionary
5.87%
Financials
15.55%
Real Estate
0.99%
Sensitive
40.83%
Communication Services
7.37%
Energy
16.32%
Industrials
7.67%
Information Technology
9.47%
Defensive
31.64%
Consumer Staples
6.46%
Health Care
12.61%
Utilities
12.58%
Not Classified
1.01%
Non Classified Equity
1.00%
Not Classified - Non Equity
0.01%
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