Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.05%
Stock 99.99%
Bond 0.11%
Convertible 0.00%
Preferred 0.00%
Other -0.15%
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Market Capitalization

As of October 31, 2025
Large 6.00%
Mid 35.83%
Small 58.16%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.11%

Americas 91.86%
91.86%
Canada 1.14%
United States 90.73%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.25%
United Kingdom 1.80%
4.88%
Ireland 2.25%
Switzerland 2.63%
0.00%
1.57%
Israel 1.57%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.11%

Stock Sector Exposure

Cyclical
29.74%
Materials
3.88%
Consumer Discretionary
12.70%
Financials
8.42%
Real Estate
4.74%
Sensitive
55.61%
Communication Services
1.26%
Energy
6.14%
Industrials
20.35%
Information Technology
27.87%
Defensive
14.50%
Consumer Staples
0.95%
Health Care
5.95%
Utilities
7.60%
Not Classified
0.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.16%
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