Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.86%
Stock 97.44%
Bond 1.55%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

As of October 31, 2025
Large 86.36%
Mid 9.97%
Small 3.67%
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Region Exposure

% Developed Markets: 99.04%    % Emerging Markets: 0.30%    % Unidentified Markets: 0.66%

Americas 96.96%
96.67%
Canada 0.73%
United States 95.94%
0.30%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.22%
United Kingdom 0.03%
1.19%
Denmark 0.19%
Ireland 0.35%
Netherlands 0.57%
0.00%
0.00%
Greater Asia 1.16%
Japan 0.09%
0.00%
Australia 0.00%
1.07%
Hong Kong 0.40%
Singapore 0.36%
Taiwan 0.30%
0.00%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
20.78%
Materials
0.46%
Consumer Discretionary
14.01%
Financials
6.30%
Real Estate
0.00%
Sensitive
67.65%
Communication Services
14.48%
Energy
0.32%
Industrials
5.30%
Information Technology
47.54%
Defensive
9.28%
Consumer Staples
2.69%
Health Care
6.33%
Utilities
0.25%
Not Classified
2.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.29%
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