Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.95%
Stock 98.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.13%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.93%    % Emerging Markets: 0.19%    % Unidentified Markets: -0.13%

Americas 96.07%
95.39%
Canada 1.83%
United States 93.57%
0.68%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.06%
United Kingdom 1.28%
2.70%
France 0.51%
Ireland 1.96%
Switzerland 0.02%
0.00%
0.07%
Israel 0.07%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.13%

Stock Sector Exposure

Cyclical
28.10%
Materials
3.90%
Consumer Discretionary
9.54%
Financials
12.51%
Real Estate
2.15%
Sensitive
58.32%
Communication Services
9.35%
Energy
1.33%
Industrials
14.51%
Information Technology
33.12%
Defensive
13.56%
Consumer Staples
2.82%
Health Care
8.54%
Utilities
2.20%
Not Classified
0.02%
Non Classified Equity
0.02%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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