Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.10%
Stock 97.48%
Bond 0.25%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of October 31, 2025
Large 72.22%
Mid 15.34%
Small 12.45%
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Region Exposure

% Developed Markets: 99.12%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.88%

Americas 84.22%
84.22%
Canada 3.22%
United States 81.00%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.30%
United Kingdom 5.93%
5.37%
France 0.32%
Germany 0.46%
Ireland 1.55%
Italy 0.52%
Netherlands 0.91%
Switzerland 1.60%
0.00%
0.00%
Greater Asia 3.60%
Japan 0.55%
0.05%
Australia 0.05%
3.00%
Singapore 0.00%
South Korea 1.27%
Taiwan 1.72%
0.00%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
33.76%
Materials
3.25%
Consumer Discretionary
7.88%
Financials
20.55%
Real Estate
2.08%
Sensitive
36.60%
Communication Services
7.82%
Energy
6.19%
Industrials
11.79%
Information Technology
10.80%
Defensive
26.55%
Consumer Staples
8.58%
Health Care
11.74%
Utilities
6.23%
Not Classified
3.09%
Non Classified Equity
0.74%
Not Classified - Non Equity
2.35%
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