Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.67%
Stock 100.5%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.14%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.49%    % Emerging Markets: 1.65%    % Unidentified Markets: -1.14%

Americas 94.23%
93.60%
Canada 28.13%
United States 65.47%
0.62%
Brazil 0.62%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.91%
United Kingdom 1.96%
3.93%
France 0.70%
Ireland 1.85%
Italy 0.72%
Norway 0.67%
0.00%
1.02%
South Africa 1.02%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -1.14%

Stock Sector Exposure

Cyclical
38.88%
Materials
7.66%
Consumer Discretionary
0.00%
Financials
31.22%
Real Estate
0.00%
Sensitive
47.00%
Communication Services
2.63%
Energy
10.00%
Industrials
0.00%
Information Technology
34.38%
Defensive
14.11%
Consumer Staples
0.00%
Health Care
9.25%
Utilities
4.86%
Not Classified
0.01%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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