Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.59%
Stock 94.13%
Bond 1.61%
Convertible 0.00%
Preferred 0.21%
Other 2.45%
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Market Capitalization

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

% Developed Markets: 90.80%    % Emerging Markets: 6.76%    % Unidentified Markets: 2.45%

Americas 61.19%
60.00%
Canada 31.42%
United States 28.58%
1.19%
Brazil 0.46%
Chile 0.07%
Mexico 0.32%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.59%
United Kingdom 3.29%
12.56%
Austria 0.35%
Belgium 0.18%
Denmark 0.44%
Finland 0.16%
France 2.10%
Germany 2.01%
Greece 0.09%
Ireland 0.91%
Italy 0.76%
Netherlands 1.33%
Norway 0.31%
Portugal 0.13%
Spain 0.98%
Sweden 0.70%
Switzerland 1.78%
0.18%
Poland 0.18%
0.57%
Israel 0.33%
South Africa 0.24%
Greater Asia 19.77%
Japan 7.32%
0.32%
Australia 0.32%
6.85%
Hong Kong 1.35%
Singapore 0.42%
South Korea 2.87%
Taiwan 2.19%
5.28%
China 3.85%
India 1.43%
Indonesia 0.00%
Thailand 0.00%
Unidentified Region 2.45%

Stock Sector Exposure

Cyclical
40.45%
Materials
8.56%
Consumer Discretionary
10.47%
Financials
20.36%
Real Estate
1.05%
Sensitive
42.36%
Communication Services
5.94%
Energy
6.55%
Industrials
14.60%
Information Technology
15.27%
Defensive
12.83%
Consumer Staples
4.46%
Health Care
5.65%
Utilities
2.71%
Not Classified
4.35%
Non Classified Equity
0.25%
Not Classified - Non Equity
4.10%
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