Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.74%
Stock 100.1%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other -0.94%
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Market Capitalization

As of October 31, 2025
Large 67.20%
Mid 13.16%
Small 19.63%
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Region Exposure

% Developed Markets: 100.8%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.82%

Americas 95.77%
94.75%
Canada 3.18%
United States 91.57%
1.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.01%
United Kingdom 1.14%
3.87%
Ireland 3.41%
Norway 0.00%
0.00%
0.00%
Greater Asia 0.03%
Japan 0.00%
0.02%
Australia 0.02%
0.01%
Singapore 0.01%
0.00%
Unidentified Region -0.82%

Stock Sector Exposure

Cyclical
34.48%
Materials
0.06%
Consumer Discretionary
6.36%
Financials
28.06%
Real Estate
0.00%
Sensitive
39.52%
Communication Services
4.27%
Energy
0.46%
Industrials
14.16%
Information Technology
20.63%
Defensive
25.20%
Consumer Staples
6.12%
Health Care
13.13%
Utilities
5.95%
Not Classified
0.80%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.80%
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