Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.74%
Stock 98.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.09%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 45.02%
Mid 34.43%
Small 20.55%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.18%    % Emerging Markets: 10.18%    % Unidentified Markets: 0.64%

Americas 53.96%
47.43%
Canada 8.32%
United States 39.11%
6.53%
Brazil 1.27%
Mexico 5.15%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.45%
United Kingdom 2.91%
23.54%
Austria 0.70%
Belgium 0.20%
France 3.09%
Germany 2.95%
Italy 3.61%
Netherlands 0.10%
Norway 0.22%
Portugal 1.98%
Spain 7.45%
Sweden 1.06%
Switzerland 1.15%
0.00%
0.00%
Greater Asia 18.96%
Japan 3.54%
8.87%
Australia 7.44%
2.79%
Hong Kong 1.45%
Singapore 1.34%
3.75%
China 3.75%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
1.54%
Materials
0.00%
Consumer Discretionary
1.54%
Financials
0.00%
Real Estate
0.00%
Sensitive
52.48%
Communication Services
7.84%
Energy
13.90%
Industrials
30.73%
Information Technology
0.00%
Defensive
45.99%
Consumer Staples
0.00%
Health Care
2.09%
Utilities
43.90%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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