Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.64%
Stock 93.45%
Bond 0.82%
Convertible 0.00%
Preferred 0.21%
Other 4.89%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 89.29%    % Emerging Markets: 2.84%    % Unidentified Markets: 7.87%

Americas 63.77%
62.96%
Canada 15.98%
United States 46.99%
0.81%
Brazil 0.18%
Chile 0.01%
Colombia 0.00%
Mexico 0.25%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.45%
United Kingdom 3.99%
13.83%
Austria 0.05%
Belgium 0.11%
Denmark 0.61%
Finland 0.12%
France 2.44%
Germany 1.91%
Greece 0.05%
Ireland 0.99%
Italy 1.17%
Netherlands 1.73%
Norway 0.54%
Portugal 0.06%
Spain 0.79%
Sweden 0.34%
Switzerland 2.66%
0.05%
Czech Republic 0.00%
Poland 0.02%
Turkey 0.02%
0.58%
Egypt 0.00%
Israel 0.26%
Qatar 0.01%
Saudi Arabia 0.07%
South Africa 0.08%
United Arab Emirates 0.14%
Greater Asia 9.90%
Japan 4.06%
0.68%
Australia 0.66%
3.20%
Hong Kong 0.34%
Singapore 0.28%
South Korea 0.44%
Taiwan 2.13%
1.96%
China 1.14%
India 0.72%
Indonesia 0.02%
Malaysia 0.03%
Philippines 0.01%
Thailand 0.04%
Unidentified Region 7.87%

Stock Sector Exposure

Cyclical
34.57%
Materials
4.63%
Consumer Discretionary
11.45%
Financials
16.74%
Real Estate
1.75%
Sensitive
40.44%
Communication Services
6.33%
Energy
3.44%
Industrials
12.11%
Information Technology
18.56%
Defensive
17.35%
Consumer Staples
4.85%
Health Care
10.31%
Utilities
2.19%
Not Classified
7.65%
Non Classified Equity
2.76%
Not Classified - Non Equity
4.89%
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