Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.78%
Stock 95.02%
Bond 0.57%
Convertible 0.00%
Preferred 0.00%
Other -0.38%
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Market Capitalization

As of October 31, 2025
Large 6.36%
Mid 37.43%
Small 56.21%
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Region Exposure

% Developed Markets: 99.22%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.73%

Americas 65.38%
65.01%
Canada 11.20%
United States 53.81%
0.37%
Brazil 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.47%
United Kingdom 9.32%
22.10%
Denmark 3.02%
France 1.88%
Germany 2.04%
Ireland 3.14%
Italy 6.64%
Netherlands 1.87%
Norway 0.01%
Switzerland 2.30%
0.06%
Poland 0.06%
0.00%
Greater Asia 2.42%
Japan 1.71%
0.64%
Australia 0.64%
0.08%
Singapore 0.08%
0.00%
Unidentified Region 0.73%

Stock Sector Exposure

Cyclical
39.96%
Materials
7.60%
Consumer Discretionary
14.20%
Financials
13.34%
Real Estate
4.81%
Sensitive
48.12%
Communication Services
6.28%
Energy
2.48%
Industrials
30.77%
Information Technology
8.58%
Defensive
6.17%
Consumer Staples
0.92%
Health Care
5.25%
Utilities
0.00%
Not Classified
5.76%
Non Classified Equity
0.56%
Not Classified - Non Equity
5.20%
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