Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.47%
Stock 96.91%
Bond 1.36%
Convertible 0.00%
Preferred 0.00%
Other 0.26%
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Market Capitalization

As of October 31, 2025
Large 0.00%
Mid 0.37%
Small 99.63%
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Region Exposure

% Developed Markets: 98.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.57%

Americas 98.43%
97.04%
Canada 0.88%
United States 96.15%
1.39%
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 1.57%

Stock Sector Exposure

Cyclical
46.70%
Materials
8.30%
Consumer Discretionary
12.04%
Financials
20.60%
Real Estate
5.76%
Sensitive
36.99%
Communication Services
0.39%
Energy
0.00%
Industrials
25.96%
Information Technology
10.63%
Defensive
13.47%
Consumer Staples
1.41%
Health Care
9.88%
Utilities
2.18%
Not Classified
2.84%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.84%
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