Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 98.12%
Bond 1.85%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 83.45%
Mid 16.03%
Small 0.52%
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Region Exposure

% Developed Markets: 98.74%    % Emerging Markets: 1.28%    % Unidentified Markets: -0.02%

Americas 72.04%
72.04%
Canada 5.50%
United States 66.54%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.70%
United Kingdom 5.52%
21.18%
France 10.95%
Germany 4.04%
Netherlands 6.19%
0.00%
0.00%
Greater Asia 1.28%
Japan 0.00%
0.00%
0.00%
1.28%
India 1.28%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
28.32%
Materials
0.66%
Consumer Discretionary
7.05%
Financials
18.14%
Real Estate
2.48%
Sensitive
55.02%
Communication Services
5.90%
Energy
10.17%
Industrials
12.83%
Information Technology
26.12%
Defensive
16.66%
Consumer Staples
6.79%
Health Care
8.71%
Utilities
1.16%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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