Asset Allocation

As of October 31, 2025.
Type % Net
Cash 55.72%
Stock 45.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.12%
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Market Capitalization

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

% Developed Markets: 101.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.12%

Americas 96.64%
96.64%
Canada -24.04%
United States 120.7%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.48%
United Kingdom 0.00%
4.48%
Ireland 2.31%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -1.12%

Stock Sector Exposure

Cyclical
30.50%
Materials
0.00%
Consumer Discretionary
16.95%
Financials
13.55%
Real Estate
0.00%
Sensitive
32.56%
Communication Services
13.43%
Energy
0.00%
Industrials
9.43%
Information Technology
9.70%
Defensive
36.95%
Consumer Staples
13.00%
Health Care
23.95%
Utilities
0.00%
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