Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.14%
Stock 98.24%
Bond 0.13%
Convertible 0.00%
Preferred 0.30%
Other 1.18%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 69.47%
Mid 16.33%
Small 14.20%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.82%    % Emerging Markets: 1.44%    % Unidentified Markets: 0.74%

Americas 90.45%
89.01%
Canada 3.07%
United States 85.95%
1.44%
Brazil 0.83%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.81%
United Kingdom 2.09%
2.72%
Germany 0.43%
Netherlands 1.09%
Switzerland 0.89%
0.00%
0.00%
Greater Asia 4.00%
Japan 0.21%
0.00%
3.79%
Singapore 0.76%
South Korea 0.57%
Taiwan 2.47%
0.00%
China 0.00%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
29.55%
Materials
1.28%
Consumer Discretionary
8.64%
Financials
17.26%
Real Estate
2.37%
Sensitive
60.58%
Communication Services
10.32%
Energy
3.88%
Industrials
12.31%
Information Technology
34.08%
Defensive
9.06%
Consumer Staples
2.71%
Health Care
5.09%
Utilities
1.27%
Not Classified
0.81%
Non Classified Equity
0.58%
Not Classified - Non Equity
0.23%
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