Asset Allocation

As of October 31, 2025.
Type % Net
Cash 24.33%
Stock 61.82%
Bond 3.62%
Convertible 0.00%
Preferred 0.00%
Other 10.23%
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Market Capitalization

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

% Developed Markets: 86.90%    % Emerging Markets: 2.81%    % Unidentified Markets: 10.29%

Americas 77.61%
74.80%
Canada 34.84%
United States 39.97%
2.81%
Brazil 2.81%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.83%
United Kingdom 6.81%
3.02%
France 0.83%
Italy 0.65%
Norway 1.00%
0.00%
0.00%
Greater Asia 2.27%
Japan 0.00%
2.27%
Australia 2.27%
0.00%
0.00%
Unidentified Region 10.29%

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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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