Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.48%
Stock 97.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.57%
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Market Capitalization

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

% Developed Markets: 99.38%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.62%

Americas 94.05%
94.05%
Canada 3.02%
United States 91.03%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.46%
United Kingdom 0.00%
3.46%
France 0.63%
Ireland 2.23%
Switzerland 0.60%
0.00%
0.00%
Greater Asia 1.87%
Japan 1.87%
0.00%
0.00%
0.00%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
30.79%
Materials
4.70%
Consumer Discretionary
9.74%
Financials
15.89%
Real Estate
0.47%
Sensitive
50.59%
Communication Services
6.34%
Energy
1.24%
Industrials
7.26%
Information Technology
35.74%
Defensive
17.89%
Consumer Staples
2.78%
Health Care
12.65%
Utilities
2.46%
Not Classified
0.74%
Non Classified Equity
0.74%
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