Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.30%
Stock 99.24%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other -0.22%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.15%

Americas 96.96%
96.84%
Canada 0.88%
United States 95.96%
0.12%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.06%
United Kingdom 0.73%
2.33%
Ireland 1.96%
Switzerland 0.36%
0.00%
0.00%
Greater Asia 0.13%
Japan 0.00%
0.00%
0.13%
Singapore 0.13%
0.00%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
22.36%
Materials
1.92%
Consumer Discretionary
5.16%
Financials
13.23%
Real Estate
2.05%
Sensitive
61.48%
Communication Services
12.47%
Energy
3.35%
Industrials
6.78%
Information Technology
38.89%
Defensive
15.12%
Consumer Staples
4.74%
Health Care
9.61%
Utilities
0.77%
Not Classified
1.03%
Non Classified Equity
0.09%
Not Classified - Non Equity
0.94%
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