Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.28%
Stock 93.86%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.85%
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Market Capitalization

As of October 31, 2025
Large 47.95%
Mid 34.30%
Small 17.74%
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Region Exposure

% Developed Markets: 93.86%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.14%

Americas 93.86%
93.86%
Canada 1.60%
United States 92.26%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 6.14%

Stock Sector Exposure

Cyclical
34.31%
Materials
4.32%
Consumer Discretionary
3.48%
Financials
16.55%
Real Estate
9.97%
Sensitive
28.64%
Communication Services
5.61%
Energy
7.08%
Industrials
7.60%
Information Technology
8.35%
Defensive
37.05%
Consumer Staples
13.98%
Health Care
9.56%
Utilities
13.51%
Not Classified
0.00%
Non Classified Equity
0.00%
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