Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.14%
Stock 99.80%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 10.85%
Mid 27.81%
Small 61.35%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.11%

Americas 94.30%
92.47%
Canada 5.50%
United States 86.97%
1.83%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.59%
United Kingdom 1.23%
4.36%
France 0.99%
Ireland 1.95%
Portugal 1.02%
Spain 0.41%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
42.41%
Materials
6.35%
Consumer Discretionary
12.43%
Financials
16.33%
Real Estate
7.31%
Sensitive
38.72%
Communication Services
2.22%
Energy
7.84%
Industrials
19.18%
Information Technology
9.48%
Defensive
18.65%
Consumer Staples
4.35%
Health Care
8.45%
Utilities
5.85%
Not Classified
0.22%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.22%
As of October 31, 2025
View Region Exposure
Start Trial

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