Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.01%
Stock 90.00%
Bond 1.05%
Convertible 0.00%
Preferred 0.23%
Other 7.71%
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Market Capitalization

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

% Developed Markets: 81.43%    % Emerging Markets: 9.74%    % Unidentified Markets: 8.83%

Americas 46.86%
45.20%
Canada 23.15%
United States 22.05%
1.66%
Argentina 0.02%
Brazil 0.45%
Chile 0.07%
Colombia 0.00%
Mexico 0.34%
Peru 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.77%
United Kingdom 3.86%
11.73%
Austria 0.25%
Belgium 0.34%
Denmark 0.33%
Finland 0.32%
France 2.17%
Germany 2.15%
Greece 0.09%
Ireland 0.34%
Italy 1.05%
Netherlands 1.57%
Norway 0.09%
Portugal 0.06%
Spain 0.70%
Sweden 0.52%
Switzerland 1.44%
0.00%
0.18%
Israel 0.03%
South Africa 0.15%
United Arab Emirates 0.00%
Greater Asia 28.54%
Japan 11.40%
0.65%
Australia 0.60%
7.98%
Hong Kong 1.47%
Singapore 0.34%
South Korea 3.76%
Taiwan 2.41%
8.50%
China 7.16%
India 1.31%
Indonesia 0.02%
Thailand 0.01%
Unidentified Region 8.83%

Stock Sector Exposure

Cyclical
36.10%
Materials
7.43%
Consumer Discretionary
9.90%
Financials
18.10%
Real Estate
0.68%
Sensitive
44.53%
Communication Services
6.18%
Energy
5.81%
Industrials
12.13%
Information Technology
20.40%
Defensive
10.22%
Consumer Staples
2.80%
Health Care
5.41%
Utilities
2.01%
Not Classified
9.16%
Non Classified Equity
1.20%
Not Classified - Non Equity
7.95%
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