Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.66%
Stock 98.91%
Bond 0.43%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 59.45%
Mid 29.93%
Small 10.62%
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Region Exposure

% Developed Markets: 99.32%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.68%

Americas 77.55%
77.55%
Canada 15.83%
United States 61.72%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.77%
United Kingdom 12.94%
8.83%
France 4.23%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
1.17%
Materials
1.17%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
95.92%
Communication Services
0.00%
Energy
95.92%
Industrials
0.00%
Information Technology
0.00%
Defensive
1.78%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
1.78%
Not Classified
1.13%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.13%
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