Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.28%
Stock 97.94%
Bond 0.11%
Convertible 0.00%
Preferred 2.32%
Other -0.64%
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Market Capitalization

As of October 31, 2025
Large 76.88%
Mid 14.38%
Small 8.74%
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Region Exposure

% Developed Markets: 96.72%    % Emerging Markets: 0.10%    % Unidentified Markets: 3.18%

Americas 77.90%
77.90%
Canada 7.44%
United States 70.46%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.86%
United Kingdom 2.01%
3.95%
Austria 0.06%
Finland 0.95%
France 0.39%
Germany 1.00%
Greece 0.44%
Italy 0.68%
Netherlands 0.44%
Norway 0.00%
0.06%
Poland 0.06%
0.83%
Israel 0.83%
Greater Asia 12.05%
Japan 0.68%
0.30%
Australia 0.30%
11.03%
Hong Kong 1.10%
Singapore 0.00%
Taiwan 9.93%
0.03%
China 0.03%
Unidentified Region 3.18%

Stock Sector Exposure

Cyclical
19.96%
Materials
5.84%
Consumer Discretionary
7.71%
Financials
6.26%
Real Estate
0.15%
Sensitive
73.31%
Communication Services
20.95%
Energy
0.46%
Industrials
2.41%
Information Technology
49.49%
Defensive
2.91%
Consumer Staples
1.56%
Health Care
1.36%
Utilities
0.00%
Not Classified
3.82%
Non Classified Equity
3.69%
Not Classified - Non Equity
0.13%
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