Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.13%
Stock 99.66%
Bond 0.08%
Convertible 0.00%
Preferred 0.19%
Other -0.06%
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Market Capitalization

As of October 31, 2025
Large 67.86%
Mid 16.20%
Small 15.94%
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Region Exposure

% Developed Markets: 99.28%    % Emerging Markets: 0.08%    % Unidentified Markets: 0.64%

Americas 96.39%
96.38%
Canada 0.83%
United States 95.55%
0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.06%
United Kingdom 0.13%
1.93%
Finland 0.19%
France 0.28%
Ireland 0.48%
Italy 0.23%
Switzerland 0.16%
0.00%
0.00%
Israel 0.00%
Greater Asia 0.92%
Japan 0.00%
0.27%
Australia 0.27%
0.56%
Taiwan 0.56%
0.08%
India 0.08%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
20.94%
Materials
0.64%
Consumer Discretionary
15.14%
Financials
3.91%
Real Estate
1.25%
Sensitive
74.26%
Communication Services
10.48%
Energy
0.00%
Industrials
20.11%
Information Technology
43.67%
Defensive
3.94%
Consumer Staples
0.54%
Health Care
2.65%
Utilities
0.75%
Not Classified
0.86%
Non Classified Equity
0.65%
Not Classified - Non Equity
0.21%
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