Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.53%
Stock 96.93%
Bond 0.63%
Convertible 0.00%
Preferred 0.00%
Other 1.91%
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Market Capitalization

As of October 31, 2025
Large 88.44%
Mid 11.53%
Small 0.03%
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Region Exposure

% Developed Markets: 96.41%    % Emerging Markets: 1.18%    % Unidentified Markets: 2.41%

Americas 95.89%
94.71%
United States 94.71%
1.18%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.71%
United Kingdom 0.78%
0.93%
Netherlands 0.93%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.41%

Stock Sector Exposure

Cyclical
17.58%
Materials
1.67%
Consumer Discretionary
11.81%
Financials
4.09%
Real Estate
0.00%
Sensitive
74.87%
Communication Services
14.21%
Energy
0.00%
Industrials
7.28%
Information Technology
53.39%
Defensive
6.37%
Consumer Staples
0.00%
Health Care
6.37%
Utilities
0.00%
Not Classified
1.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.19%
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