Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.70%
Stock 99.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of October 31, 2025
Large 75.48%
Mid 17.57%
Small 6.95%
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Region Exposure

% Developed Markets: 99.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.02%

Americas 96.51%
96.51%
Canada 0.09%
United States 96.42%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.47%
United Kingdom 2.36%
1.11%
Ireland 1.11%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
27.36%
Materials
3.55%
Consumer Discretionary
10.31%
Financials
11.96%
Real Estate
1.54%
Sensitive
58.73%
Communication Services
9.72%
Energy
3.69%
Industrials
9.34%
Information Technology
35.99%
Defensive
13.91%
Consumer Staples
4.18%
Health Care
7.95%
Utilities
1.78%
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