Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.83%
Stock 98.45%
Bond 0.62%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 88.56%
Mid 10.99%
Small 0.45%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.31%    % Emerging Markets: 0.59%    % Unidentified Markets: 0.09%

Americas 97.04%
96.44%
Canada 2.95%
United States 93.49%
0.59%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.73%
United Kingdom 1.56%
1.17%
Ireland 0.45%
Netherlands 0.72%
0.00%
0.00%
Greater Asia 0.14%
Japan 0.00%
0.14%
Australia 0.14%
0.00%
0.00%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
14.60%
Materials
1.05%
Consumer Discretionary
13.21%
Financials
0.34%
Real Estate
0.00%
Sensitive
75.11%
Communication Services
14.75%
Energy
0.46%
Industrials
3.05%
Information Technology
56.85%
Defensive
10.15%
Consumer Staples
4.36%
Health Care
4.38%
Utilities
1.41%
Not Classified
0.14%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.00%
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