Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.67%
Stock 99.53%
Bond 0.03%
Convertible 0.00%
Preferred 0.00%
Other -0.23%
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Market Capitalization

As of October 31, 2025
Large 34.34%
Mid 32.28%
Small 33.38%
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Region Exposure

% Developed Markets: 98.42%    % Emerging Markets: 1.15%    % Unidentified Markets: 0.43%

Americas 90.65%
87.98%
Canada 8.14%
United States 79.84%
2.67%
Brazil 1.15%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.93%
United Kingdom 4.03%
3.84%
Norway 0.84%
Switzerland 0.84%
0.00%
1.06%
Israel 1.06%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
0.56%
Materials
0.00%
Consumer Discretionary
0.56%
Financials
0.00%
Real Estate
0.00%
Sensitive
99.38%
Communication Services
0.00%
Energy
94.79%
Industrials
1.11%
Information Technology
3.49%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.05%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.05%
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