Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.07%
Stock 97.84%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.08%
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Market Capitalization

As of October 31, 2025
Large 40.85%
Mid 37.46%
Small 21.69%
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Region Exposure

% Developed Markets: 98.16%    % Emerging Markets: 1.99%    % Unidentified Markets: -0.15%

Americas 53.89%
51.90%
Canada 20.02%
United States 31.88%
1.99%
Brazil 1.38%
Chile 0.60%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.11%
United Kingdom 6.26%
28.85%
Finland 1.52%
France 7.49%
Germany 4.09%
Italy 3.88%
Netherlands 7.75%
Portugal 2.41%
Spain 1.71%
0.00%
0.00%
Greater Asia 11.15%
Japan 0.00%
8.91%
Australia 6.42%
2.24%
Singapore 2.24%
0.00%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
8.20%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
8.20%
Sensitive
43.91%
Communication Services
0.00%
Energy
16.19%
Industrials
27.72%
Information Technology
0.00%
Defensive
47.89%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
47.89%
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