Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 98.26%
Bond 1.86%
Convertible 0.00%
Preferred 0.00%
Other -0.15%
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Market Capitalization

As of October 31, 2025
Large 10.43%
Mid 36.53%
Small 53.04%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.12%

Americas 95.26%
93.51%
Canada 1.59%
United States 91.92%
1.75%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.86%
United Kingdom 0.00%
4.86%
Ireland 3.15%
Netherlands 1.71%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.12%

Stock Sector Exposure

Cyclical
31.41%
Materials
3.94%
Consumer Discretionary
11.04%
Financials
12.26%
Real Estate
4.17%
Sensitive
42.34%
Communication Services
2.06%
Energy
5.98%
Industrials
19.80%
Information Technology
14.49%
Defensive
23.16%
Consumer Staples
5.51%
Health Care
11.21%
Utilities
6.44%
Not Classified
3.09%
Non Classified Equity
1.24%
Not Classified - Non Equity
1.85%
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