Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.14%
Stock 99.55%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

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

% Developed Markets: 99.19%    % Emerging Markets: 0.60%    % Unidentified Markets: 0.21%

Americas 96.89%
96.29%
Canada 1.81%
United States 94.48%
0.60%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.76%
United Kingdom 1.57%
1.18%
Ireland 0.46%
Netherlands 0.73%
0.00%
0.00%
Greater Asia 0.14%
Japan 0.00%
0.14%
Australia 0.14%
0.00%
0.00%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
14.54%
Materials
1.04%
Consumer Discretionary
13.16%
Financials
0.34%
Real Estate
0.00%
Sensitive
74.90%
Communication Services
14.70%
Energy
0.45%
Industrials
3.04%
Information Technology
56.70%
Defensive
10.13%
Consumer Staples
4.34%
Health Care
4.37%
Utilities
1.41%
Not Classified
0.44%
Non Classified Equity
0.15%
Not Classified - Non Equity
0.29%
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