Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.98%
Stock 97.01%
Bond 1.70%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
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Market Capitalization

As of October 31, 2025
Large 60.67%
Mid 24.07%
Small 15.26%
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Region Exposure

% Developed Markets: 96.09%    % Emerging Markets: 3.71%    % Unidentified Markets: 0.20%

Americas 64.01%
63.58%
Canada 37.76%
United States 25.82%
0.43%
Brazil 0.43%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.48%
United Kingdom 8.77%
15.71%
Belgium 0.46%
Denmark 0.20%
Finland 1.39%
France 2.48%
Germany 1.20%
Ireland 1.76%
Italy 2.68%
Netherlands 2.74%
Norway 0.80%
Sweden 0.90%
Switzerland 1.09%
0.00%
0.00%
Greater Asia 11.31%
Japan 4.86%
0.00%
3.17%
Singapore 0.50%
Taiwan 2.67%
3.27%
China 2.51%
India 0.63%
Kazakhstan 0.13%
Unidentified Region 0.20%

Stock Sector Exposure

Cyclical
40.49%
Materials
6.62%
Consumer Discretionary
4.89%
Financials
26.57%
Real Estate
2.41%
Sensitive
46.20%
Communication Services
5.03%
Energy
4.83%
Industrials
22.95%
Information Technology
13.39%
Defensive
13.18%
Consumer Staples
2.99%
Health Care
7.56%
Utilities
2.63%
Not Classified
0.13%
Non Classified Equity
0.13%
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