Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.21%
Stock 99.43%
Bond 0.34%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of October 31, 2025
Large 84.30%
Mid 13.07%
Small 2.63%
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Region Exposure

% Developed Markets: 99.65%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.35%

Americas 94.76%
94.76%
Canada 0.00%
United States 94.75%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.89%
United Kingdom 1.79%
3.10%
Ireland 0.11%
Netherlands 0.00%
Switzerland 2.99%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
28.00%
Materials
3.00%
Consumer Discretionary
7.81%
Financials
17.20%
Real Estate
0.00%
Sensitive
47.81%
Communication Services
11.61%
Energy
7.70%
Industrials
7.14%
Information Technology
21.37%
Defensive
23.49%
Consumer Staples
6.54%
Health Care
13.68%
Utilities
3.27%
Not Classified
0.70%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.70%
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