Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.51%
Stock 97.00%
Bond 1.49%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 6.68%
Mid 31.17%
Small 62.15%
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Region Exposure

% Developed Markets: 98.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.43%

Americas 95.37%
94.27%
Canada 0.92%
United States 93.35%
1.10%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.20%
United Kingdom 1.59%
0.60%
Finland 0.00%
France 0.00%
Ireland 0.27%
Netherlands 0.04%
Sweden 0.00%
Switzerland 0.21%
0.00%
1.00%
Israel 1.00%
United Arab Emirates 0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 1.43%

Stock Sector Exposure

Cyclical
41.67%
Materials
9.60%
Consumer Discretionary
10.86%
Financials
15.03%
Real Estate
6.18%
Sensitive
33.73%
Communication Services
0.81%
Energy
4.31%
Industrials
19.37%
Information Technology
9.24%
Defensive
21.78%
Consumer Staples
7.12%
Health Care
7.30%
Utilities
7.36%
Not Classified
2.81%
Non Classified Equity
0.06%
Not Classified - Non Equity
2.76%
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