Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 98.62%
Bond 1.44%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of October 31, 2025
Large 4.01%
Mid 4.09%
Small 91.90%
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Region Exposure

% Developed Markets: 97.74%    % Emerging Markets: 2.31%    % Unidentified Markets: -0.06%

Americas 94.08%
89.33%
Canada 1.23%
United States 88.11%
4.74%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.67%
United Kingdom 0.00%
1.78%
Italy 1.78%
0.00%
1.88%
Israel 1.88%
Greater Asia 2.31%
Japan 0.00%
0.00%
0.00%
2.31%
Thailand 2.31%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
21.46%
Materials
2.64%
Consumer Discretionary
9.90%
Financials
6.80%
Real Estate
2.12%
Sensitive
52.10%
Communication Services
0.58%
Energy
2.82%
Industrials
23.54%
Information Technology
25.17%
Defensive
26.36%
Consumer Staples
0.82%
Health Care
24.18%
Utilities
1.36%
Not Classified
0.08%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.08%
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