Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.31%
Stock 97.09%
Bond 1.70%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
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Market Capitalization

As of October 31, 2025
Large 92.39%
Mid 6.64%
Small 0.97%
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Region Exposure

% Developed Markets: 98.83%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.17%

Americas 96.43%
96.43%
Canada 0.00%
United States 96.43%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.39%
United Kingdom 0.03%
2.37%
Ireland 1.21%
Netherlands 0.60%
Switzerland 0.56%
0.00%
0.00%
Greater Asia 0.01%
Japan 0.00%
0.00%
0.01%
Hong Kong 0.01%
0.00%
Unidentified Region 1.17%

Stock Sector Exposure

Cyclical
23.58%
Materials
0.62%
Consumer Discretionary
6.39%
Financials
16.57%
Real Estate
0.00%
Sensitive
56.02%
Communication Services
11.52%
Energy
3.17%
Industrials
9.42%
Information Technology
31.91%
Defensive
17.43%
Consumer Staples
4.97%
Health Care
10.26%
Utilities
2.20%
Not Classified
2.97%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.97%
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