Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.20%
Stock 99.91%
Bond 0.18%
Convertible 0.00%
Preferred 0.00%
Other -0.29%
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Market Capitalization

As of October 31, 2025
Large 71.36%
Mid 15.42%
Small 13.22%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.02%    % Unidentified Markets: -0.12%

Americas 97.79%
97.64%
Canada 0.03%
United States 97.61%
0.16%
Colombia 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.19%
United Kingdom 0.48%
1.71%
Greece 0.00%
Ireland 1.43%
Netherlands 0.01%
Sweden 0.02%
Switzerland 0.06%
0.00%
0.01%
Israel 0.01%
Greater Asia 0.13%
Japan 0.00%
0.04%
Australia 0.04%
0.09%
Singapore 0.08%
Taiwan 0.01%
0.00%
Unidentified Region -0.12%

Stock Sector Exposure

Cyclical
27.41%
Materials
2.01%
Consumer Discretionary
10.63%
Financials
12.63%
Real Estate
2.14%
Sensitive
55.92%
Communication Services
9.80%
Energy
2.94%
Industrials
9.24%
Information Technology
33.95%
Defensive
16.18%
Consumer Staples
4.34%
Health Care
9.51%
Utilities
2.33%
Not Classified
0.49%
Non Classified Equity
0.12%
Not Classified - Non Equity
0.38%
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