Asset Allocation

As of October 31, 2025.
Type % Net
Cash 31.70%
Stock 61.63%
Bond 0.70%
Convertible 0.00%
Preferred 4.29%
Other 1.67%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.42%    % Emerging Markets: -0.03%    % Unidentified Markets: 2.61%

Americas 86.10%
84.97%
Canada -1.88%
United States 86.84%
1.13%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.30%
United Kingdom 3.28%
8.02%
France 5.61%
Ireland -0.09%
Netherlands -0.04%
Sweden -0.02%
Switzerland 2.56%
0.00%
0.00%
Greater Asia -0.01%
Japan 0.00%
-0.01%
Australia -0.01%
-0.00%
Singapore -0.00%
0.00%
Unidentified Region 2.61%

Stock Sector Exposure

Cyclical
105.4%
Materials
-0.20%
Consumer Discretionary
-1.39%
Financials
102.3%
Real Estate
4.72%
Sensitive
-6.22%
Communication Services
0.95%
Energy
-0.24%
Industrials
-1.79%
Information Technology
-5.15%
Defensive
-1.58%
Consumer Staples
-1.35%
Health Care
0.04%
Utilities
-0.28%
Not Classified
2.42%
Non Classified Equity
-0.01%
Not Classified - Non Equity
2.44%
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