Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.34%
Stock 96.38%
Bond 0.26%
Convertible 0.00%
Preferred 1.71%
Other 1.31%
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Market Capitalization

As of October 31, 2025
Large 65.60%
Mid 15.61%
Small 18.79%
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Region Exposure

% Developed Markets: 98.72%    % Emerging Markets: 1.26%    % Unidentified Markets: 0.02%

Americas 86.84%
83.61%
Canada 4.02%
United States 79.59%
3.22%
Brazil 1.26%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.78%
United Kingdom 4.39%
6.87%
France 1.89%
Ireland 4.10%
Italy 0.88%
0.00%
0.52%
Israel 0.52%
Greater Asia 1.37%
Japan 0.00%
0.00%
1.37%
Taiwan 1.37%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
39.84%
Materials
3.39%
Consumer Discretionary
6.72%
Financials
25.55%
Real Estate
4.19%
Sensitive
35.37%
Communication Services
4.03%
Energy
8.06%
Industrials
13.13%
Information Technology
10.16%
Defensive
24.79%
Consumer Staples
6.17%
Health Care
12.70%
Utilities
5.91%
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