Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.16%
Stock 96.55%
Bond 0.00%
Convertible 0.00%
Preferred 3.40%
Other 0.21%
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Market Capitalization

As of October 31, 2025
Large 1.48%
Mid 1.31%
Small 97.20%
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Region Exposure

% Developed Markets: 96.37%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.63%

Americas 92.58%
90.72%
United States 90.72%
1.86%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.79%
United Kingdom 0.62%
2.35%
Belgium 0.25%
Denmark 0.73%
Netherlands 1.37%
0.00%
0.82%
Israel 0.82%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.63%

Stock Sector Exposure

Cyclical
17.32%
Materials
0.24%
Consumer Discretionary
9.45%
Financials
7.24%
Real Estate
0.39%
Sensitive
54.02%
Communication Services
2.19%
Energy
3.12%
Industrials
20.94%
Information Technology
27.77%
Defensive
24.78%
Consumer Staples
3.68%
Health Care
21.10%
Utilities
0.00%
Not Classified
3.88%
Non Classified Equity
3.58%
Not Classified - Non Equity
0.30%
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