Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.75%
Stock 96.20%
Bond 0.92%
Convertible 0.00%
Preferred 2.60%
Other -0.47%
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Market Capitalization

As of October 31, 2025
Large 70.52%
Mid 21.13%
Small 8.34%
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Region Exposure

% Developed Markets: 95.15%    % Emerging Markets: 0.18%    % Unidentified Markets: 4.68%

Americas 83.47%
83.47%
Canada 57.08%
United States 26.39%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.24%
United Kingdom 1.16%
1.69%
Finland 0.63%
Germany 0.69%
Italy 0.38%
0.00%
0.38%
Israel 0.38%
Greater Asia 8.61%
Japan 0.14%
0.00%
8.30%
Hong Kong 0.91%
South Korea 0.00%
Taiwan 7.39%
0.18%
India 0.18%
Unidentified Region 4.68%

Stock Sector Exposure

Cyclical
32.57%
Materials
14.20%
Consumer Discretionary
5.45%
Financials
12.85%
Real Estate
0.08%
Sensitive
57.03%
Communication Services
10.65%
Energy
11.10%
Industrials
9.08%
Information Technology
26.20%
Defensive
4.38%
Consumer Staples
2.70%
Health Care
0.71%
Utilities
0.97%
Not Classified
6.02%
Non Classified Equity
4.52%
Not Classified - Non Equity
1.50%
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