Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.39%
Stock 98.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of October 31, 2025
Large 43.91%
Mid 46.58%
Small 9.51%
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Region Exposure

% Developed Markets: 95.19%    % Emerging Markets: 4.72%    % Unidentified Markets: 0.09%

Americas 65.44%
62.16%
Canada 11.48%
United States 50.67%
3.28%
Brazil 1.46%
Mexico 1.82%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.63%
United Kingdom 8.85%
16.78%
France 10.10%
Italy 2.56%
Spain 4.13%
0.00%
0.00%
Greater Asia 8.84%
Japan 3.82%
1.92%
Australia 1.92%
1.66%
Hong Kong 1.66%
1.44%
Thailand 1.44%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
9.25%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
9.25%
Sensitive
47.59%
Communication Services
3.14%
Energy
26.83%
Industrials
17.62%
Information Technology
0.00%
Defensive
43.16%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
43.16%
Not Classified
0.00%
Non Classified Equity
0.00%
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