Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.73%
Stock 88.81%
Bond 3.87%
Convertible 0.00%
Preferred 0.19%
Other 4.41%
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Market Capitalization

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

% Developed Markets: 88.65%    % Emerging Markets: 4.97%    % Unidentified Markets: 6.38%

Americas 67.89%
66.59%
Canada 27.40%
United States 39.19%
1.30%
Argentina 0.01%
Brazil 0.34%
Chile 0.04%
Colombia 0.06%
Mexico 0.30%
Peru 0.12%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.98%
United Kingdom 4.02%
9.24%
Austria 0.04%
Belgium 0.06%
Denmark 0.35%
Finland 0.16%
France 1.60%
Germany 1.26%
Greece 0.01%
Ireland 1.19%
Italy 1.00%
Netherlands 0.81%
Norway 0.18%
Portugal 0.00%
Spain 0.56%
Sweden 0.33%
Switzerland 1.51%
0.18%
Poland 0.05%
Turkey 0.02%
0.54%
Egypt 0.01%
Israel 0.02%
Nigeria 0.01%
Qatar 0.01%
Saudi Arabia 0.03%
South Africa 0.37%
United Arab Emirates 0.06%
Greater Asia 11.75%
Japan 3.03%
0.45%
Australia 0.42%
4.93%
Hong Kong 1.32%
Singapore 0.64%
South Korea 0.97%
Taiwan 1.99%
3.34%
China 1.56%
India 1.42%
Indonesia 0.13%
Kazakhstan 0.00%
Malaysia 0.01%
Pakistan 0.01%
Philippines 0.10%
Thailand 0.08%
Unidentified Region 6.38%

Stock Sector Exposure

Cyclical
35.99%
Materials
6.15%
Consumer Discretionary
7.67%
Financials
20.05%
Real Estate
2.11%
Sensitive
40.49%
Communication Services
5.97%
Energy
5.66%
Industrials
11.00%
Information Technology
17.87%
Defensive
15.23%
Consumer Staples
5.75%
Health Care
6.79%
Utilities
2.68%
Not Classified
8.28%
Non Classified Equity
0.30%
Not Classified - Non Equity
7.99%
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