Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.38%
Stock 94.47%
Bond 1.49%
Convertible 0.00%
Preferred 2.47%
Other -0.81%
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Market Capitalization

As of October 31, 2025
Large 49.12%
Mid 37.23%
Small 13.65%
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Region Exposure

% Developed Markets: 94.52%    % Emerging Markets: 4.02%    % Unidentified Markets: 1.46%

Americas 57.79%
53.77%
Canada 16.19%
United States 37.58%
4.02%
Brazil 4.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.91%
United Kingdom 10.92%
24.99%
France 4.99%
Germany 3.00%
Italy 7.81%
Spain 9.18%
0.00%
0.00%
Greater Asia 4.83%
Japan 0.00%
4.83%
Australia 4.83%
0.00%
0.00%
Unidentified Region 1.46%

Stock Sector Exposure

Cyclical
2.69%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
2.69%
Sensitive
29.28%
Communication Services
0.00%
Energy
14.72%
Industrials
14.56%
Information Technology
0.00%
Defensive
64.20%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
64.20%
Not Classified
3.83%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.83%
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