Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.88%
Stock 98.46%
Bond 0.54%
Convertible 0.00%
Preferred 0.12%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 83.10%
Mid 11.60%
Small 5.30%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.82%

Americas 89.46%
89.46%
Canada 3.58%
United States 85.88%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.80%
United Kingdom 4.62%
4.18%
Belgium 1.02%
Denmark 0.29%
France 0.16%
Germany 0.82%
Ireland 0.13%
Italy 0.06%
Netherlands 1.24%
Spain 0.11%
Sweden 0.11%
Switzerland 0.25%
0.00%
0.00%
Greater Asia 0.92%
Japan 0.02%
0.11%
Australia 0.11%
0.80%
South Korea 0.04%
Taiwan 0.76%
0.00%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
20.98%
Materials
1.84%
Consumer Discretionary
3.21%
Financials
15.27%
Real Estate
0.66%
Sensitive
62.18%
Communication Services
10.07%
Energy
8.41%
Industrials
17.74%
Information Technology
25.96%
Defensive
15.40%
Consumer Staples
3.82%
Health Care
10.47%
Utilities
1.10%
Not Classified
1.44%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.44%
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