Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.77%
Stock 98.49%
Bond 0.74%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 35.69%
Mid 36.65%
Small 27.66%
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Region Exposure

% Developed Markets: 99.28%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.72%

Americas 61.33%
61.33%
Canada 4.70%
United States 56.63%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.95%
United Kingdom 13.52%
21.43%
Finland 3.11%
France 4.24%
Germany 4.13%
Ireland 3.27%
Spain 3.70%
Switzerland 2.97%
0.00%
0.00%
Greater Asia 3.00%
Japan 0.00%
0.00%
3.00%
Hong Kong 3.00%
0.00%
Unidentified Region 0.72%

Stock Sector Exposure

Cyclical
27.60%
Materials
24.56%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
3.04%
Sensitive
33.43%
Communication Services
0.00%
Energy
13.31%
Industrials
15.27%
Information Technology
4.85%
Defensive
37.54%
Consumer Staples
3.08%
Health Care
0.00%
Utilities
34.46%
Not Classified
1.43%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.43%
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