Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 98.41%
Bond 2.10%
Convertible 0.00%
Preferred 0.00%
Other -0.54%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 77.26%
Mid 16.96%
Small 5.79%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.54%

Americas 85.63%
83.51%
Canada 57.20%
United States 26.30%
2.12%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.91%
United Kingdom 2.56%
12.35%
Denmark 0.88%
France 2.51%
Ireland 3.86%
Netherlands 0.82%
Switzerland 4.28%
0.00%
Poland 0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.54%

Stock Sector Exposure

Cyclical
40.47%
Materials
9.73%
Consumer Discretionary
2.04%
Financials
27.34%
Real Estate
1.35%
Sensitive
51.84%
Communication Services
7.49%
Energy
5.97%
Industrials
12.22%
Information Technology
26.15%
Defensive
7.37%
Consumer Staples
5.10%
Health Care
1.17%
Utilities
1.10%
Not Classified
0.32%
Non Classified Equity
0.32%
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