Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.00%
Stock 98.06%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 0.35%
Mid 6.65%
Small 93.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.98%    % Emerging Markets: 0.01%    % Unidentified Markets: 2.02%

Americas 94.21%
92.45%
Canada 1.52%
United States 90.93%
1.76%
Colombia 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.76%
United Kingdom 0.01%
3.75%
Belgium 0.00%
France 0.00%
Ireland 3.74%
Italy 0.00%
Sweden 0.00%
Switzerland 0.01%
0.00%
0.00%
Israel 0.00%
United Arab Emirates 0.00%
Greater Asia 0.01%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Thailand 0.00%
Unidentified Region 2.02%

Stock Sector Exposure

Cyclical
33.54%
Materials
6.85%
Consumer Discretionary
5.26%
Financials
17.01%
Real Estate
4.41%
Sensitive
48.08%
Communication Services
1.48%
Energy
5.27%
Industrials
22.50%
Information Technology
18.84%
Defensive
18.23%
Consumer Staples
3.93%
Health Care
12.31%
Utilities
1.99%
Not Classified
0.15%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.15%
As of October 31, 2025
View Region Exposure
Start Trial

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