Asset Allocation

As of October 31, 2025.
Type % Net
Cash -1.98%
Stock 102.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 77.95%
Mid 18.07%
Small 3.98%
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Region Exposure

% Developed Markets: 89.83%    % Emerging Markets: 9.43%    % Unidentified Markets: 0.74%

Americas 51.67%
51.30%
Canada -24.38%
United States 75.67%
0.38%
Chile 0.38%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.37%
United Kingdom 0.00%
9.74%
Finland 0.20%
Germany 2.09%
Italy 0.11%
Netherlands 0.28%
Sweden 0.65%
Switzerland 6.40%
0.00%
12.63%
Qatar 3.21%
Saudi Arabia 4.60%
United Arab Emirates 0.91%
Greater Asia 25.22%
Japan 12.62%
1.12%
Australia 1.12%
7.03%
Hong Kong 4.96%
Singapore 0.28%
South Korea 0.79%
Taiwan 1.00%
4.46%
China 4.22%
Malaysia 0.23%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
23.10%
Materials
2.40%
Consumer Discretionary
3.50%
Financials
17.20%
Real Estate
0.00%
Sensitive
32.08%
Communication Services
18.75%
Energy
2.93%
Industrials
4.45%
Information Technology
5.94%
Defensive
44.82%
Consumer Staples
18.84%
Health Care
19.83%
Utilities
6.15%
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