Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.39%
Stock 98.78%
Bond 0.83%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 0.00%
Mid 1.39%
Small 98.61%
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Region Exposure

% Developed Markets: 97.90%    % Emerging Markets: 1.82%    % Unidentified Markets: 0.27%

Americas 95.02%
95.02%
Canada 2.81%
United States 92.21%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.71%
United Kingdom 0.00%
2.88%
Belgium 1.68%
Ireland 0.80%
0.00%
1.82%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.27%

Stock Sector Exposure

Cyclical
42.91%
Materials
9.32%
Consumer Discretionary
9.09%
Financials
16.14%
Real Estate
8.35%
Sensitive
34.75%
Communication Services
0.00%
Energy
3.97%
Industrials
28.42%
Information Technology
2.37%
Defensive
21.12%
Consumer Staples
8.27%
Health Care
10.93%
Utilities
1.92%
Not Classified
1.22%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.22%
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