Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.92%
Stock 99.05%
Bond 0.03%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 90.95%
Mid 7.38%
Small 1.67%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.45%

Americas 97.10%
97.10%
Canada 0.09%
United States 97.01%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.17%
United Kingdom 0.31%
0.85%
Belgium 0.00%
Denmark 0.00%
Finland 0.00%
France 0.02%
Germany 0.01%
Ireland 0.76%
Netherlands 0.01%
Norway 0.01%
Spain 0.00%
Sweden 0.03%
0.00%
0.01%
United Arab Emirates 0.01%
Greater Asia 1.27%
Japan 0.00%
0.03%
Australia 0.03%
1.24%
Singapore 0.49%
Taiwan 0.75%
0.00%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
20.80%
Materials
0.26%
Consumer Discretionary
13.46%
Financials
6.60%
Real Estate
0.48%
Sensitive
69.37%
Communication Services
11.33%
Energy
0.42%
Industrials
4.99%
Information Technology
52.63%
Defensive
8.93%
Consumer Staples
1.86%
Health Care
6.51%
Utilities
0.55%
Not Classified
0.91%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.91%
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