Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.14%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 1.83%
Mid 7.98%
Small 90.19%
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Region Exposure

% Developed Markets: 96.77%    % Emerging Markets: 3.23%    % Unidentified Markets: 0.00%

Americas 90.77%
89.37%
Canada 0.90%
United States 88.48%
1.40%
Brazil 0.75%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.75%
United Kingdom 3.18%
1.27%
Denmark 1.27%
0.00%
2.30%
Israel 2.30%
Greater Asia 2.48%
Japan 0.00%
0.00%
0.00%
2.48%
Thailand 2.48%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
21.72%
Materials
1.89%
Consumer Discretionary
9.15%
Financials
9.73%
Real Estate
0.96%
Sensitive
57.68%
Communication Services
0.68%
Energy
2.33%
Industrials
30.12%
Information Technology
24.56%
Defensive
20.59%
Consumer Staples
0.58%
Health Care
18.21%
Utilities
1.80%
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