Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.61%
Stock 81.58%
Bond 0.34%
Convertible 0.00%
Preferred 1.98%
Other 11.49%
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Market Capitalization

As of October 31, 2025
Large 72.78%
Mid 15.63%
Small 11.58%
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Region Exposure

% Developed Markets: 85.06%    % Emerging Markets: 3.45%    % Unidentified Markets: 11.49%

Americas 50.21%
46.79%
Canada 7.13%
United States 39.66%
3.42%
Brazil 1.09%
Mexico 2.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.10%
United Kingdom 8.62%
14.47%
Belgium 0.78%
France 4.13%
Germany 1.87%
Ireland 0.88%
Netherlands 2.42%
Norway 0.24%
Sweden 0.98%
Switzerland 3.17%
0.00%
0.00%
Greater Asia 15.21%
Japan 6.09%
0.00%
8.81%
Hong Kong 2.94%
South Korea 4.32%
Taiwan 1.54%
0.31%
Thailand 0.31%
Unidentified Region 11.49%

Stock Sector Exposure

Cyclical
33.03%
Materials
7.45%
Consumer Discretionary
9.82%
Financials
12.60%
Real Estate
3.16%
Sensitive
41.66%
Communication Services
9.94%
Energy
6.68%
Industrials
12.49%
Information Technology
12.56%
Defensive
25.31%
Consumer Staples
13.21%
Health Care
12.10%
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