Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.85%
Stock 94.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.60%
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Market Capitalization

As of October 31, 2025
Large 45.22%
Mid 30.12%
Small 24.66%
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Region Exposure

% Developed Markets: 67.09%    % Emerging Markets: 32.96%    % Unidentified Markets: -0.05%

Americas 69.04%
40.32%
Canada 22.51%
United States 17.82%
28.72%
Brazil 20.02%
Chile 0.34%
Mexico 8.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.12%
United Kingdom 1.50%
15.62%
France 4.73%
Germany 2.73%
Italy 2.87%
Netherlands 1.27%
Spain 3.73%
0.00%
0.00%
Greater Asia 13.89%
Japan 0.00%
0.00%
9.32%
Hong Kong 9.08%
Singapore 0.06%
South Korea 0.18%
4.57%
China 1.76%
India 2.81%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
9.22%
Materials
0.00%
Consumer Discretionary
0.04%
Financials
0.00%
Real Estate
9.18%
Sensitive
44.00%
Communication Services
18.68%
Energy
7.21%
Industrials
18.11%
Information Technology
0.00%
Defensive
37.51%
Consumer Staples
4.12%
Health Care
3.97%
Utilities
29.42%
Not Classified
9.27%
Non Classified Equity
9.27%
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