Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.10%
Stock 97.48%
Bond 1.01%
Convertible 0.00%
Preferred 0.00%
Other 0.41%
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Market Capitalization

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

% Developed Markets: 96.96%    % Emerging Markets: 3.09%    % Unidentified Markets: -0.05%

Americas 71.72%
71.28%
Canada 25.13%
United States 46.16%
0.44%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.19%
United Kingdom 5.97%
11.22%
Belgium 0.16%
Denmark 0.38%
Finland 1.22%
France 1.28%
Germany 0.94%
Ireland 1.45%
Italy 1.35%
Netherlands 2.25%
Norway 0.43%
Sweden 0.09%
Switzerland 0.77%
0.00%
0.00%
Greater Asia 11.14%
Japan 3.70%
0.00%
4.35%
Singapore 0.41%
South Korea 0.13%
Taiwan 3.81%
3.09%
China 2.18%
India 0.79%
Kazakhstan 0.12%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
35.39%
Materials
5.49%
Consumer Discretionary
7.34%
Financials
21.87%
Real Estate
0.68%
Sensitive
55.87%
Communication Services
4.81%
Energy
4.03%
Industrials
17.61%
Information Technology
29.42%
Defensive
8.18%
Consumer Staples
1.50%
Health Care
5.71%
Utilities
0.97%
Not Classified
0.56%
Non Classified Equity
0.56%
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