Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.95%
Stock 93.96%
Bond 2.30%
Convertible 0.00%
Preferred 0.00%
Other -0.20%
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Market Capitalization

As of October 31, 2025
Large 93.47%
Mid 6.34%
Small 0.20%
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Region Exposure

% Developed Markets: 96.54%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.46%

Americas 87.33%
87.33%
Canada 2.33%
United States 85.00%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.91%
United Kingdom 4.97%
2.94%
Belgium 0.25%
Denmark 0.40%
Germany 0.66%
Ireland 0.06%
Netherlands 1.13%
Sweden 0.20%
Switzerland 0.24%
0.00%
0.00%
Greater Asia 1.30%
Japan 0.00%
0.14%
Australia 0.14%
1.16%
Taiwan 1.16%
0.00%
Unidentified Region 3.46%

Stock Sector Exposure

Cyclical
18.81%
Materials
0.97%
Consumer Discretionary
4.02%
Financials
13.40%
Real Estate
0.41%
Sensitive
62.42%
Communication Services
10.38%
Energy
8.50%
Industrials
15.30%
Information Technology
28.24%
Defensive
12.64%
Consumer Staples
4.00%
Health Care
7.87%
Utilities
0.78%
Not Classified
6.13%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.13%
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