Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.20%
Stock 99.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of October 31, 2025
Large 0.59%
Mid 5.35%
Small 94.06%
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Region Exposure

% Developed Markets: 99.56%    % Emerging Markets: 0.51%    % Unidentified Markets: -0.07%

Americas 96.88%
95.99%
United States 95.99%
0.89%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.68%
United Kingdom 2.06%
0.62%
Ireland 0.36%
Sweden 0.27%
0.00%
0.00%
Greater Asia 0.51%
Japan 0.00%
0.00%
0.00%
0.51%
Thailand 0.51%
Unidentified Region -0.07%

Stock Sector Exposure

Cyclical
39.11%
Materials
4.98%
Consumer Discretionary
11.60%
Financials
15.98%
Real Estate
6.54%
Sensitive
43.74%
Communication Services
1.41%
Energy
3.94%
Industrials
23.80%
Information Technology
14.59%
Defensive
16.85%
Consumer Staples
4.50%
Health Care
8.90%
Utilities
3.45%
Not Classified
0.30%
Non Classified Equity
0.30%
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