Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.27%
Stock 93.44%
Bond 1.04%
Convertible 0.00%
Preferred 1.32%
Other -1.07%
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Market Capitalization

As of October 31, 2025
Large 37.95%
Mid 14.22%
Small 47.83%
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Region Exposure

% Developed Markets: 96.41%    % Emerging Markets: 0.09%    % Unidentified Markets: 3.50%

Americas 90.23%
85.57%
Canada 31.13%
United States 54.44%
4.67%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.78%
United Kingdom 0.72%
0.86%
Finland 0.32%
Germany 0.35%
Italy 0.19%
Sweden 0.00%
Switzerland 0.00%
0.00%
0.20%
Israel 0.19%
United Arab Emirates 0.00%
Greater Asia 4.49%
Japan 0.07%
0.11%
Australia 0.11%
4.22%
Hong Kong 0.46%
Singapore 0.01%
South Korea 0.00%
Taiwan 3.75%
0.09%
India 0.09%
Unidentified Region 3.50%

Stock Sector Exposure

Cyclical
39.81%
Materials
7.47%
Consumer Discretionary
14.94%
Financials
17.37%
Real Estate
0.04%
Sensitive
42.62%
Communication Services
5.38%
Energy
5.60%
Industrials
17.61%
Information Technology
14.04%
Defensive
8.86%
Consumer Staples
4.93%
Health Care
1.73%
Utilities
2.20%
Not Classified
8.70%
Non Classified Equity
2.59%
Not Classified - Non Equity
6.11%
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