Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.92%
Stock 86.43%
Bond 1.24%
Convertible 0.00%
Preferred 4.95%
Other 6.47%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 53.59%
Mid 21.94%
Small 24.47%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 80.83%    % Emerging Markets: 15.49%    % Unidentified Markets: 3.68%

Americas 61.32%
51.56%
Canada 17.25%
United States 34.31%
9.76%
Mexico 8.45%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.06%
United Kingdom 10.88%
7.18%
France 0.49%
Germany 1.86%
Ireland 2.40%
Switzerland 1.37%
0.00%
0.00%
Greater Asia 16.94%
Japan 3.59%
0.27%
Australia 0.27%
6.95%
Hong Kong 2.25%
Singapore 0.24%
South Korea 3.10%
Taiwan 1.36%
6.13%
China 3.83%
Indonesia 2.31%
Unidentified Region 3.68%

Stock Sector Exposure

Cyclical
48.12%
Materials
29.21%
Consumer Discretionary
1.69%
Financials
0.00%
Real Estate
17.22%
Sensitive
30.52%
Communication Services
0.69%
Energy
13.18%
Industrials
9.51%
Information Technology
7.14%
Defensive
13.22%
Consumer Staples
2.46%
Health Care
3.42%
Utilities
7.34%
Not Classified
8.15%
Non Classified Equity
4.42%
Not Classified - Non Equity
3.73%
As of October 31, 2025
View Region Exposure
Start Trial

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