Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.48%
Stock 98.47%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of October 31, 2025
Large 74.75%
Mid 14.56%
Small 10.69%
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Region Exposure

% Developed Markets: 98.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.53%

Americas 93.72%
93.72%
United States 93.72%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.74%
United Kingdom 1.53%
3.21%
Ireland 1.99%
Netherlands 0.11%
Switzerland 1.11%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.53%

Stock Sector Exposure

Cyclical
26.97%
Materials
1.85%
Consumer Discretionary
11.14%
Financials
12.43%
Real Estate
1.54%
Sensitive
56.81%
Communication Services
10.57%
Energy
2.89%
Industrials
6.74%
Information Technology
36.61%
Defensive
14.75%
Consumer Staples
3.50%
Health Care
8.78%
Utilities
2.46%
Not Classified
1.48%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.48%
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