Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.46%
Stock 95.45%
Bond 3.09%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 11.07%
Mid 27.70%
Small 61.23%
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Region Exposure

% Developed Markets: 98.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.01%

Americas 93.68%
93.68%
United States 93.68%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.31%
United Kingdom 2.09%
2.82%
Ireland 2.82%
0.00%
0.41%
Israel 0.41%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
34.93%
Materials
5.14%
Consumer Discretionary
4.65%
Financials
15.62%
Real Estate
9.51%
Sensitive
38.75%
Communication Services
1.61%
Energy
2.47%
Industrials
27.81%
Information Technology
6.87%
Defensive
21.77%
Consumer Staples
6.66%
Health Care
13.58%
Utilities
1.53%
Not Classified
4.55%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.55%
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