Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.58%
Stock 99.44%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of October 31, 2025
Large 80.84%
Mid 15.67%
Small 3.48%
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Region Exposure

% Developed Markets: 97.24%    % Emerging Markets: 2.20%    % Unidentified Markets: 0.56%

Americas 94.60%
92.40%
United States 92.40%
2.20%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.83%
United Kingdom 0.00%
4.83%
Ireland 1.88%
Netherlands 2.96%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
21.45%
Materials
0.00%
Consumer Discretionary
14.29%
Financials
7.16%
Real Estate
0.00%
Sensitive
60.77%
Communication Services
4.47%
Energy
2.10%
Industrials
7.37%
Information Technology
46.83%
Defensive
17.21%
Consumer Staples
2.20%
Health Care
15.01%
Utilities
0.00%
Not Classified
0.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.58%
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