Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.02%
Stock 99.91%
Bond 0.03%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of October 31, 2025
Large 5.04%
Mid 47.53%
Small 47.42%
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Region Exposure

% Developed Markets: 99.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.06%

Americas 96.95%
96.00%
Canada 0.16%
United States 95.84%
0.95%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.99%
United Kingdom 1.28%
1.72%
Finland 0.05%
Ireland 0.74%
Netherlands 0.11%
Switzerland 0.76%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.06%

Stock Sector Exposure

Cyclical
40.35%
Materials
6.34%
Consumer Discretionary
8.86%
Financials
16.77%
Real Estate
8.38%
Sensitive
38.38%
Communication Services
3.51%
Energy
6.61%
Industrials
17.29%
Information Technology
10.97%
Defensive
20.65%
Consumer Staples
5.28%
Health Care
8.04%
Utilities
7.33%
Not Classified
0.62%
Non Classified Equity
0.59%
Not Classified - Non Equity
0.03%
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