Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.18%
Stock 99.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of October 31, 2025
Large 78.45%
Mid 4.74%
Small 16.81%
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Region Exposure

% Developed Markets: 99.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.01%

Americas 90.47%
90.47%
Canada 0.85%
United States 89.63%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.57%
United Kingdom 0.00%
6.34%
Austria 0.18%
Finland 0.28%
France 1.74%
Germany 0.72%
Ireland 0.86%
Netherlands 1.79%
Spain 0.28%
Sweden 0.48%
0.00%
0.22%
Israel 0.22%
Greater Asia 2.95%
Japan 2.70%
0.25%
Australia 0.25%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
99.18%
Communication Services
1.24%
Energy
0.00%
Industrials
1.06%
Information Technology
96.88%
Defensive
0.82%
Consumer Staples
0.00%
Health Care
0.82%
Utilities
0.00%
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