Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.28%
Stock 99.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

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

% Developed Markets: 99.48%    % Emerging Markets: 0.61%    % Unidentified Markets: -0.08%

Americas 97.18%
96.57%
Canada 1.78%
United States 94.79%
0.61%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.77%
United Kingdom 1.59%
1.18%
Ireland 0.46%
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 -0.08%

Stock Sector Exposure

Cyclical
14.58%
Materials
1.05%
Consumer Discretionary
13.19%
Financials
0.35%
Real Estate
0.00%
Sensitive
75.12%
Communication Services
14.76%
Energy
0.45%
Industrials
3.06%
Information Technology
56.85%
Defensive
10.15%
Consumer Staples
4.35%
Health Care
4.39%
Utilities
1.41%
Not Classified
0.14%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.00%
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