Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.01%
Stock 98.10%
Bond 1.58%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
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Market Capitalization

As of October 31, 2025
Large 50.85%
Mid 18.86%
Small 30.29%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.23%    % Unidentified Markets: 0.22%

Americas 96.92%
95.99%
Canada 0.18%
United States 95.81%
0.93%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.43%
United Kingdom 0.60%
1.51%
Ireland 0.88%
Italy 0.39%
Netherlands 0.05%
Switzerland 0.18%
0.00%
0.33%
Israel 0.33%
Greater Asia 0.43%
Japan 0.00%
0.14%
Australia 0.14%
0.06%
Singapore 0.06%
0.23%
Thailand 0.23%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
28.99%
Materials
2.50%
Consumer Discretionary
10.01%
Financials
13.28%
Real Estate
3.21%
Sensitive
50.53%
Communication Services
6.82%
Energy
3.52%
Industrials
12.35%
Information Technology
27.84%
Defensive
19.02%
Consumer Staples
3.63%
Health Care
11.72%
Utilities
3.67%
Not Classified
1.45%
Non Classified Equity
0.63%
Not Classified - Non Equity
0.82%
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