Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 94.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 5.34%
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Market Capitalization

As of October 31, 2025
Large 88.29%
Mid 6.85%
Small 4.86%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.15%

Americas 97.90%
92.42%
Canada 7.70%
United States 84.72%
5.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.02%
United Kingdom 0.37%
1.65%
France 0.95%
Ireland 0.70%
0.00%
0.00%
Greater Asia 0.23%
Japan 0.00%
0.00%
0.23%
Taiwan 0.23%
0.00%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
42.92%
Materials
0.00%
Consumer Discretionary
13.20%
Financials
29.72%
Real Estate
0.00%
Sensitive
45.49%
Communication Services
21.06%
Energy
0.00%
Industrials
7.71%
Information Technology
16.72%
Defensive
10.73%
Consumer Staples
0.00%
Health Care
10.73%
Utilities
0.00%
Not Classified
0.86%
Non Classified Equity
0.86%
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