Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.76%
Stock 98.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
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Market Capitalization

As of October 31, 2025
Large 0.04%
Mid 1.57%
Small 98.39%
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Region Exposure

% Developed Markets: 98.17%    % Emerging Markets: 1.69%    % Unidentified Markets: 0.14%

Americas 96.28%
93.23%
Canada 0.58%
United States 92.65%
3.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.58%
United Kingdom 0.84%
2.14%
Ireland 1.15%
Switzerland 0.18%
0.00%
0.60%
Israel 0.60%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
36.35%
Materials
4.26%
Consumer Discretionary
9.43%
Financials
17.38%
Real Estate
5.28%
Sensitive
40.70%
Communication Services
2.48%
Energy
4.62%
Industrials
17.53%
Information Technology
16.07%
Defensive
22.74%
Consumer Staples
2.18%
Health Care
17.05%
Utilities
3.51%
Not Classified
0.21%
Non Classified Equity
0.21%
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