Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.41%
Stock 96.31%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.28%
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Market Capitalization

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

% Developed Markets: 87.82%    % Emerging Markets: 7.23%    % Unidentified Markets: 4.95%

Americas 62.99%
57.59%
Canada 4.41%
United States 53.18%
5.39%
Brazil 3.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.10%
United Kingdom 5.41%
15.69%
France 1.73%
Germany 1.59%
Ireland 3.00%
Italy 2.51%
Switzerland 4.86%
0.00%
0.00%
Greater Asia 10.96%
Japan 2.80%
0.00%
6.32%
Hong Kong 2.34%
Singapore 1.14%
Taiwan 2.84%
1.84%
China 0.84%
India 1.00%
Unidentified Region 4.95%

Stock Sector Exposure

Cyclical
20.19%
Materials
1.26%
Consumer Discretionary
5.74%
Financials
13.19%
Real Estate
0.00%
Sensitive
57.12%
Communication Services
2.08%
Energy
2.12%
Industrials
18.46%
Information Technology
34.46%
Defensive
20.97%
Consumer Staples
2.86%
Health Care
13.01%
Utilities
5.09%
Not Classified
1.73%
Non Classified Equity
1.73%
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