Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 98.79%
Bond 1.13%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of October 31, 2025
Large 0.56%
Mid 5.55%
Small 93.89%
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Region Exposure

% Developed Markets: 99.42%    % Emerging Markets: 0.50%    % Unidentified Markets: 0.08%

Americas 96.77%
95.89%
United States 95.89%
0.88%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.65%
United Kingdom 2.04%
0.62%
Ireland 0.36%
Sweden 0.26%
0.00%
0.00%
Greater Asia 0.50%
Japan 0.00%
0.00%
0.00%
0.50%
Thailand 0.50%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
39.08%
Materials
4.96%
Consumer Discretionary
11.61%
Financials
15.98%
Real Estate
6.53%
Sensitive
43.73%
Communication Services
1.42%
Energy
3.93%
Industrials
23.79%
Information Technology
14.59%
Defensive
16.85%
Consumer Staples
4.51%
Health Care
8.88%
Utilities
3.47%
Not Classified
0.34%
Non Classified Equity
0.30%
Not Classified - Non Equity
0.04%
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