Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.32%
Stock 98.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of October 31, 2025
Large 0.45%
Mid 5.98%
Small 93.57%
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Region Exposure

% Developed Markets: 98.06%    % Emerging Markets: 0.50%    % Unidentified Markets: 1.44%

Americas 95.41%
94.53%
United States 94.53%
0.88%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.65%
United Kingdom 2.03%
0.62%
Ireland 0.35%
Sweden 0.26%
0.00%
0.00%
Greater Asia 0.50%
Japan 0.00%
0.00%
0.00%
0.50%
Thailand 0.50%
Unidentified Region 1.44%

Stock Sector Exposure

Cyclical
38.58%
Materials
4.89%
Consumer Discretionary
11.46%
Financials
15.77%
Real Estate
6.45%
Sensitive
43.17%
Communication Services
1.40%
Energy
3.88%
Industrials
23.48%
Information Technology
14.41%
Defensive
16.64%
Consumer Staples
4.45%
Health Care
8.77%
Utilities
3.42%
Not Classified
1.62%
Non Classified Equity
0.29%
Not Classified - Non Equity
1.32%
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