Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 99.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.36%
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Market Capitalization

As of October 31, 2025
Large 43.15%
Mid 46.86%
Small 9.99%
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Region Exposure

% Developed Markets: 92.76%    % Emerging Markets: 3.41%    % Unidentified Markets: 3.83%

Americas 68.66%
65.77%
Canada 14.01%
United States 51.76%
2.89%
Brazil 1.43%
Mexico 1.46%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.00%
United Kingdom 8.55%
13.46%
Belgium 0.55%
France 5.09%
Germany 0.97%
Italy 1.24%
Spain 5.60%
0.00%
0.00%
Greater Asia 5.51%
Japan 1.02%
2.28%
Australia 2.28%
1.68%
Hong Kong 1.68%
0.52%
China 0.52%
Unidentified Region 3.83%

Stock Sector Exposure

Cyclical
10.03%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
10.03%
Sensitive
42.54%
Communication Services
3.40%
Energy
26.24%
Industrials
12.90%
Information Technology
0.00%
Defensive
43.68%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
43.68%
Not Classified
3.75%
Non Classified Equity
3.72%
Not Classified - Non Equity
0.03%
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