Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.50%
Stock 94.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of October 31, 2025
Large 3.15%
Mid 3.94%
Small 92.91%
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Region Exposure

% Developed Markets: 97.57%    % Emerging Markets: 2.51%    % Unidentified Markets: -0.08%

Americas 95.18%
92.81%
Canada 0.59%
United States 92.23%
2.36%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.63%
United Kingdom 0.00%
0.63%
Netherlands 0.63%
0.00%
0.00%
Greater Asia 4.27%
Japan 0.00%
1.76%
Australia 1.76%
0.00%
2.51%
Thailand 2.51%
Unidentified Region -0.08%

Stock Sector Exposure

Cyclical
20.10%
Materials
0.77%
Consumer Discretionary
9.79%
Financials
7.49%
Real Estate
2.06%
Sensitive
52.76%
Communication Services
1.29%
Energy
1.21%
Industrials
28.48%
Information Technology
21.78%
Defensive
25.94%
Consumer Staples
0.76%
Health Care
23.72%
Utilities
1.46%
Not Classified
1.20%
Non Classified Equity
1.20%
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