Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.09%
Stock 97.85%
Bond 2.25%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 52.50%
Mid 30.45%
Small 17.05%
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Region Exposure

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

Americas 69.21%
69.21%
Canada 42.85%
United States 26.36%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.99%
United Kingdom 2.67%
21.32%
Denmark 2.14%
France 2.05%
Germany 1.91%
Ireland 2.30%
Netherlands 4.57%
Norway 2.37%
Switzerland 5.98%
0.00%
0.00%
Greater Asia 6.80%
Japan 4.49%
2.30%
Australia 2.30%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
33.18%
Materials
7.79%
Consumer Discretionary
6.08%
Financials
17.50%
Real Estate
1.82%
Sensitive
40.80%
Communication Services
9.39%
Energy
7.78%
Industrials
14.44%
Information Technology
9.19%
Defensive
24.21%
Consumer Staples
10.63%
Health Care
11.27%
Utilities
2.32%
Not Classified
1.80%
Non Classified Equity
1.80%
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