Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.70%
Stock 98.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of October 31, 2025
Large 86.34%
Mid 12.27%
Small 1.39%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 90.58%
90.58%
United States 90.58%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.39%
United Kingdom 2.03%
7.36%
Ireland 7.36%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
30.20%
Materials
0.00%
Consumer Discretionary
11.80%
Financials
17.16%
Real Estate
1.24%
Sensitive
44.62%
Communication Services
3.67%
Energy
5.31%
Industrials
12.31%
Information Technology
23.33%
Defensive
25.18%
Consumer Staples
7.66%
Health Care
12.83%
Utilities
4.68%
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