Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.24%
Stock 96.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.50%
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Market Capitalization

As of October 31, 2025
Large 41.25%
Mid 41.06%
Small 17.69%
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Region Exposure

% Developed Markets: 95.68%    % Emerging Markets: 4.56%    % Unidentified Markets: -0.24%

Americas 58.34%
53.78%
Canada 16.81%
United States 36.97%
4.56%
Argentina 1.40%
Brazil 3.16%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.22%
United Kingdom 7.03%
26.20%
Finland 1.28%
France 6.44%
Germany 4.45%
Italy 3.34%
Netherlands 6.18%
Portugal 1.51%
Spain 2.98%
0.00%
0.00%
Greater Asia 8.67%
Japan 0.00%
6.94%
Australia 4.78%
1.74%
Singapore 1.74%
0.00%
Unidentified Region -0.24%

Stock Sector Exposure

Cyclical
10.17%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
10.17%
Sensitive
46.39%
Communication Services
0.00%
Energy
17.39%
Industrials
29.00%
Information Technology
0.00%
Defensive
43.44%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
43.44%
Not Classified
0.00%
Non Classified Equity
0.00%
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