Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.75%
Stock 98.13%
Bond 0.76%
Convertible 0.00%
Preferred 0.03%
Other 0.34%
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Market Capitalization

As of October 31, 2025
Large 48.80%
Mid 20.92%
Small 30.28%
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Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.75%

Americas 90.74%
90.49%
Canada 55.74%
United States 34.75%
0.25%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.57%
United Kingdom 3.25%
4.32%
France 0.30%
Netherlands 0.50%
Sweden 3.52%
0.00%
0.00%
Greater Asia 0.94%
Japan 0.94%
0.00%
0.00%
0.00%
Unidentified Region 0.75%

Stock Sector Exposure

Cyclical
40.48%
Materials
13.77%
Consumer Discretionary
9.86%
Financials
16.86%
Real Estate
0.00%
Sensitive
54.04%
Communication Services
1.15%
Energy
6.65%
Industrials
32.56%
Information Technology
13.68%
Defensive
3.94%
Consumer Staples
3.94%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.54%
Non Classified Equity
0.03%
Not Classified - Non Equity
1.51%
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