Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.31%
Stock 96.77%
Bond 1.92%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 2.40%
Mid 48.92%
Small 48.68%
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Region Exposure

% Developed Markets: 98.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.15%

Americas 97.98%
96.76%
United States 96.76%
1.22%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.87%
United Kingdom 0.00%
0.87%
Ireland 0.87%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.15%

Stock Sector Exposure

Cyclical
40.49%
Materials
7.47%
Consumer Discretionary
8.94%
Financials
16.02%
Real Estate
8.06%
Sensitive
32.51%
Communication Services
2.48%
Energy
7.37%
Industrials
14.34%
Information Technology
8.33%
Defensive
23.62%
Consumer Staples
5.15%
Health Care
10.45%
Utilities
8.02%
Not Classified
3.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.37%
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