Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.67%
Stock 98.78%
Bond 0.62%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of October 31, 2025
Large 85.88%
Mid 8.52%
Small 5.60%
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Region Exposure

% Developed Markets: 99.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.52%

Americas 98.52%
98.52%
Canada 0.38%
United States 98.14%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.96%
United Kingdom 0.00%
0.96%
Ireland 0.96%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.52%

Stock Sector Exposure

Cyclical
18.43%
Materials
0.00%
Consumer Discretionary
12.70%
Financials
5.36%
Real Estate
0.38%
Sensitive
69.60%
Communication Services
13.00%
Energy
0.00%
Industrials
6.70%
Information Technology
49.90%
Defensive
9.99%
Consumer Staples
3.53%
Health Care
6.46%
Utilities
0.00%
Not Classified
1.98%
Non Classified Equity
0.68%
Not Classified - Non Equity
1.29%
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