Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.25%
Stock 99.23%
Bond 0.15%
Convertible 0.00%
Preferred 0.41%
Other -0.04%
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Market Capitalization

As of October 31, 2025
Large 75.71%
Mid 16.24%
Small 8.06%
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Region Exposure

% Developed Markets: 96.76%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.24%

Americas 89.77%
89.77%
Canada 1.01%
United States 88.77%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.16%
United Kingdom 1.61%
4.24%
Germany 0.58%
Ireland 1.31%
Italy 0.48%
Netherlands 0.56%
Switzerland 0.73%
0.00%
0.31%
Israel 0.31%
Greater Asia 0.82%
Japan 0.00%
0.00%
0.82%
Taiwan 0.82%
0.00%
Unidentified Region 3.24%

Stock Sector Exposure

Cyclical
26.87%
Materials
2.96%
Consumer Discretionary
10.97%
Financials
11.26%
Real Estate
1.67%
Sensitive
57.66%
Communication Services
10.45%
Energy
3.00%
Industrials
10.20%
Information Technology
34.02%
Defensive
11.56%
Consumer Staples
3.23%
Health Care
7.08%
Utilities
1.26%
Not Classified
3.90%
Non Classified Equity
3.51%
Not Classified - Non Equity
0.39%
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