Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.12%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.16%
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Market Capitalization

As of October 31, 2025
Large 93.63%
Mid 6.00%
Small 0.37%
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Region Exposure

% Developed Markets: 102.4%    % Emerging Markets: 0.00%    % Unidentified Markets: -2.36%

Americas 99.71%
99.71%
Canada 3.79%
United States 95.93%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.39%
United Kingdom 0.22%
2.17%
Ireland 0.85%
Netherlands 1.32%
0.00%
0.00%
Greater Asia 0.26%
Japan 0.00%
0.26%
Australia 0.26%
0.00%
0.00%
Unidentified Region -2.36%

Stock Sector Exposure

Cyclical
1.79%
Materials
0.00%
Consumer Discretionary
1.79%
Financials
0.00%
Real Estate
0.00%
Sensitive
99.30%
Communication Services
19.21%
Energy
0.00%
Industrials
0.63%
Information Technology
79.47%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
-1.10%
Non Classified Equity
-1.10%
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