Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.14%
Stock 99.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.17%
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Market Capitalization

As of October 31, 2025
Large 87.41%
Mid 8.80%
Small 3.78%
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Region Exposure

% Developed Markets: 98.75%    % Emerging Markets: 0.29%    % Unidentified Markets: 0.97%

Americas 96.42%
96.06%
Canada 1.70%
United States 94.35%
0.36%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.44%
United Kingdom 0.00%
1.44%
Denmark 0.40%
Ireland 0.11%
Netherlands 0.00%
Switzerland 0.89%
0.00%
0.00%
Greater Asia 1.17%
Japan 0.00%
0.29%
Australia 0.29%
0.81%
Hong Kong 0.32%
Singapore 0.27%
Taiwan 0.22%
0.08%
China 0.08%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
23.27%
Materials
0.00%
Consumer Discretionary
15.69%
Financials
7.58%
Real Estate
0.00%
Sensitive
65.61%
Communication Services
15.57%
Energy
0.07%
Industrials
5.85%
Information Technology
44.11%
Defensive
9.98%
Consumer Staples
2.34%
Health Care
7.06%
Utilities
0.59%
Not Classified
1.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.14%
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