Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.90%
Stock 98.45%
Bond 0.54%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of October 31, 2025
Large 59.29%
Mid 26.65%
Small 14.06%
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Region Exposure

% Developed Markets: 99.06%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.94%

Americas 83.33%
83.33%
Canada 2.48%
United States 80.85%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.73%
United Kingdom 10.01%
5.72%
Ireland 2.63%
Switzerland 3.09%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.94%

Stock Sector Exposure

Cyclical
38.72%
Materials
4.83%
Consumer Discretionary
8.83%
Financials
25.06%
Real Estate
0.00%
Sensitive
41.39%
Communication Services
10.24%
Energy
9.27%
Industrials
14.30%
Information Technology
7.58%
Defensive
18.45%
Consumer Staples
7.42%
Health Care
8.53%
Utilities
2.50%
Not Classified
1.44%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.44%
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