Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.58%
Stock 98.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of October 31, 2025
Large 46.88%
Mid 44.68%
Small 8.44%
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Region Exposure

% Developed Markets: 95.29%    % Emerging Markets: 4.72%    % Unidentified Markets: -0.00%

Americas 65.64%
62.34%
Canada 11.65%
United States 50.69%
3.30%
Brazil 1.48%
Mexico 1.82%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.57%
United Kingdom 8.82%
16.76%
France 10.09%
Italy 2.55%
Spain 4.12%
0.00%
0.00%
Greater Asia 8.79%
Japan 3.81%
1.92%
Australia 1.92%
1.64%
Hong Kong 1.64%
1.42%
Thailand 1.42%
Unidentified Region -0.00%

Stock Sector Exposure

Cyclical
9.26%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
9.26%
Sensitive
47.73%
Communication Services
3.14%
Energy
27.00%
Industrials
17.59%
Information Technology
0.00%
Defensive
43.01%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
43.01%
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