Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.33%
Stock 70.18%
Bond 3.99%
Convertible 0.00%
Preferred 0.00%
Other 21.50%
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Market Capitalization

As of October 31, 2025
Large 37.31%
Mid 46.61%
Small 16.09%
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Region Exposure

% Developed Markets: 62.95%    % Emerging Markets: 0.94%    % Unidentified Markets: 36.11%

Americas 61.57%
60.63%
Canada 5.66%
United States 54.97%
0.94%
Brazil 0.28%
Mexico 0.66%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.32%
United Kingdom 1.10%
1.08%
Germany 0.61%
Italy 0.09%
Spain 0.38%
0.00%
0.15%
Israel 0.15%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 36.11%

Stock Sector Exposure

Cyclical
7.50%
Materials
0.00%
Consumer Discretionary
0.27%
Financials
0.89%
Real Estate
6.34%
Sensitive
23.63%
Communication Services
0.00%
Energy
15.16%
Industrials
7.05%
Information Technology
1.42%
Defensive
27.30%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
27.30%
Not Classified
41.57%
Non Classified Equity
10.58%
Not Classified - Non Equity
30.99%
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