Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.85%
Stock 95.89%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.74%
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Market Capitalization

As of October 31, 2025
Large 82.38%
Mid 8.97%
Small 8.64%
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Region Exposure

% Developed Markets: 100.4%    % Emerging Markets: 0.32%    % Unidentified Markets: -0.74%

Americas 91.56%
91.56%
Canada 63.85%
United States 27.71%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.10%
United Kingdom 3.83%
3.27%
Denmark 0.00%
France 1.34%
Germany 1.28%
Switzerland 0.32%
0.00%
0.00%
Greater Asia 2.08%
Japan 0.93%
0.00%
0.82%
South Korea 0.82%
0.32%
China 0.32%
Unidentified Region -0.74%

Stock Sector Exposure

Cyclical
45.05%
Materials
10.01%
Consumer Discretionary
5.34%
Financials
28.13%
Real Estate
1.58%
Sensitive
45.84%
Communication Services
4.66%
Energy
11.68%
Industrials
13.22%
Information Technology
16.27%
Defensive
9.11%
Consumer Staples
3.30%
Health Care
3.18%
Utilities
2.64%
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