Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.75%
Stock 92.52%
Bond 0.25%
Convertible 0.00%
Preferred 1.30%
Other 6.69%
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Market Capitalization

As of October 31, 2025
Large 74.87%
Mid 18.83%
Small 6.29%
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Region Exposure

% Developed Markets: 90.32%    % Emerging Markets: 1.85%    % Unidentified Markets: 7.82%

Americas 62.93%
61.08%
Canada 10.95%
United States 50.13%
1.85%
Argentina 1.85%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.70%
United Kingdom 8.39%
12.31%
Ireland 1.81%
Netherlands 3.60%
Switzerland 6.89%
0.00%
0.00%
Greater Asia 8.55%
Japan 2.48%
0.00%
6.07%
South Korea 6.07%
0.00%
Unidentified Region 7.82%

Stock Sector Exposure

Cyclical
30.45%
Materials
4.35%
Consumer Discretionary
2.45%
Financials
23.65%
Real Estate
0.00%
Sensitive
28.33%
Communication Services
2.76%
Energy
3.99%
Industrials
7.74%
Information Technology
13.84%
Defensive
34.08%
Consumer Staples
3.57%
Health Care
30.51%
Utilities
0.00%
Not Classified
7.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.14%
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