Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.19%
Stock 96.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.58%
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Market Capitalization

As of October 31, 2025
Large 49.57%
Mid 39.28%
Small 11.15%
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Region Exposure

% Developed Markets: 93.30%    % Emerging Markets: 3.05%    % Unidentified Markets: 3.64%

Americas 58.35%
56.17%
Canada 4.46%
United States 51.71%
2.18%
Mexico 2.18%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.32%
United Kingdom 4.78%
27.54%
Belgium 4.21%
France 2.49%
Germany 4.10%
Italy 4.57%
Netherlands 5.05%
Spain 5.70%
Switzerland 1.43%
0.00%
0.00%
Greater Asia 5.69%
Japan 1.35%
3.46%
Australia 3.46%
0.00%
0.88%
India 0.88%
Unidentified Region 3.64%

Stock Sector Exposure

Cyclical
4.98%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
4.98%
Sensitive
40.53%
Communication Services
0.00%
Energy
10.42%
Industrials
29.05%
Information Technology
1.05%
Defensive
50.92%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
50.92%
Not Classified
3.57%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.57%
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