Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.25%
Stock 99.37%
Bond 0.04%
Convertible 0.00%
Preferred 0.23%
Other -0.89%
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Market Capitalization

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

% Developed Markets: 95.11%    % Emerging Markets: 5.80%    % Unidentified Markets: -0.91%

Americas 67.04%
66.17%
Canada 30.58%
United States 35.59%
0.87%
Brazil 0.40%
Chile 0.05%
Colombia 0.02%
Mexico 0.19%
Peru 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.26%
United Kingdom 3.51%
12.25%
Austria 0.09%
Belgium 0.22%
Denmark 0.44%
Finland 0.27%
France 2.10%
Germany 2.05%
Greece 0.05%
Ireland 0.78%
Italy 0.72%
Netherlands 1.30%
Norway 0.17%
Portugal 0.05%
Spain 0.75%
Sweden 0.81%
Switzerland 2.20%
0.21%
Czech Republic 0.01%
Poland 0.10%
Turkey 0.06%
1.29%
Egypt 0.01%
Israel 0.36%
Qatar 0.07%
Saudi Arabia 0.33%
South Africa 0.31%
United Arab Emirates 0.14%
Greater Asia 16.62%
Japan 5.88%
1.78%
Australia 1.72%
4.78%
Hong Kong 0.90%
Singapore 0.51%
South Korea 1.31%
Taiwan 2.05%
4.18%
China 2.08%
India 1.67%
Indonesia 0.13%
Malaysia 0.14%
Philippines 0.04%
Thailand 0.13%
Unidentified Region -0.91%

Stock Sector Exposure

Cyclical
40.18%
Materials
7.82%
Consumer Discretionary
8.52%
Financials
21.78%
Real Estate
2.06%
Sensitive
45.77%
Communication Services
6.13%
Energy
6.86%
Industrials
12.16%
Information Technology
20.62%
Defensive
13.68%
Consumer Staples
4.63%
Health Care
6.23%
Utilities
2.82%
Not Classified
0.36%
Non Classified Equity
0.28%
Not Classified - Non Equity
0.08%
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