Asset Allocation

As of October 31, 2025.
Type % Net
Cash 75.76%
Stock 25.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.75%
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Market Capitalization

As of October 31, 2025
Large 65.96%
Mid 19.43%
Small 14.61%
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Region Exposure

% Developed Markets: 37.26%    % Emerging Markets: 0.00%    % Unidentified Markets: 62.74%

Americas 34.88%
34.88%
Canada 26.06%
United States 8.82%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.38%
United Kingdom 1.13%
1.25%
Ireland 1.25%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 62.74%

Stock Sector Exposure

Cyclical
23.24%
Materials
0.00%
Consumer Discretionary
2.36%
Financials
15.94%
Real Estate
4.94%
Sensitive
45.15%
Communication Services
0.00%
Energy
6.84%
Industrials
27.98%
Information Technology
10.32%
Defensive
28.98%
Consumer Staples
4.51%
Health Care
16.07%
Utilities
8.40%
Not Classified
2.64%
Non Classified Equity
2.64%
Not Classified - Non Equity
0.00%
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