Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.62%
Stock 97.16%
Bond 1.22%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 66.19%
Mid 26.12%
Small 7.69%
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Region Exposure

% Developed Markets: 97.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.55%

Americas 88.87%
88.87%
Canada 0.82%
United States 88.04%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.12%
United Kingdom 3.20%
5.91%
France 1.33%
Ireland 3.55%
Netherlands 1.04%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 1.55%

Stock Sector Exposure

Cyclical
30.43%
Materials
2.58%
Consumer Discretionary
6.30%
Financials
19.92%
Real Estate
1.62%
Sensitive
40.75%
Communication Services
5.60%
Energy
7.08%
Industrials
13.12%
Information Technology
14.96%
Defensive
26.57%
Consumer Staples
6.82%
Health Care
15.44%
Utilities
4.31%
Not Classified
2.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.25%
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