Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.58%
Stock 99.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.78%
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Market Capitalization

As of October 31, 2025
Large 47.47%
Mid 29.28%
Small 23.25%
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Region Exposure

% Developed Markets: 99.22%    % Emerging Markets: 1.13%    % Unidentified Markets: -0.35%

Americas 77.48%
76.23%
Canada 21.75%
United States 54.47%
1.25%
Brazil 0.48%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.25%
United Kingdom 6.15%
7.52%
Belgium 0.19%
Denmark 0.27%
Finland 0.11%
France 2.82%
Germany 0.98%
Ireland 0.06%
Italy 0.51%
Netherlands 0.14%
Norway 0.70%
Portugal 0.50%
Spain 0.49%
Sweden 0.33%
Switzerland 0.40%
0.00%
0.58%
Israel 0.06%
South Africa 0.11%
United Arab Emirates 0.41%
Greater Asia 8.61%
Japan 3.22%
2.91%
Australia 2.91%
2.15%
Hong Kong 0.88%
Singapore 1.01%
South Korea 0.26%
0.33%
China 0.33%
Unidentified Region -0.35%

Stock Sector Exposure

Cyclical
51.68%
Materials
16.11%
Consumer Discretionary
0.87%
Financials
1.10%
Real Estate
33.59%
Sensitive
39.78%
Communication Services
0.82%
Energy
35.59%
Industrials
2.33%
Information Technology
1.04%
Defensive
7.37%
Consumer Staples
0.12%
Health Care
0.52%
Utilities
6.72%
Not Classified
1.18%
Non Classified Equity
1.18%
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