Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.34%
Stock 99.01%
Bond 0.21%
Convertible 0.00%
Preferred 0.36%
Other 0.08%
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Market Capitalization

As of October 31, 2025
Large 58.96%
Mid 24.51%
Small 16.52%
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.49%

Americas 85.67%
85.67%
Canada 2.77%
United States 82.90%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.48%
United Kingdom 8.64%
4.83%
France 0.63%
Ireland 1.76%
Netherlands 0.53%
Switzerland 1.91%
0.00%
0.00%
Greater Asia 0.36%
Japan 0.00%
0.00%
0.36%
South Korea 0.36%
0.00%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
36.68%
Materials
4.29%
Consumer Discretionary
8.73%
Financials
23.31%
Real Estate
0.35%
Sensitive
41.39%
Communication Services
8.18%
Energy
8.60%
Industrials
14.78%
Information Technology
9.84%
Defensive
21.28%
Consumer Staples
8.52%
Health Care
10.00%
Utilities
2.76%
Not Classified
0.64%
Non Classified Equity
0.09%
Not Classified - Non Equity
0.55%
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