Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.34%
Stock 99.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 86.46%
Mid 12.48%
Small 1.06%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 93.80%
93.80%
Canada 0.84%
United States 92.95%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.83%
United Kingdom 0.42%
4.41%
Germany 0.38%
Ireland 2.75%
0.00%
0.00%
Greater Asia 1.38%
Japan 0.00%
0.25%
Australia 0.25%
1.13%
Singapore 0.26%
Taiwan 0.88%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
17.41%
Materials
0.92%
Consumer Discretionary
8.92%
Financials
7.17%
Real Estate
0.40%
Sensitive
75.15%
Communication Services
14.88%
Energy
0.66%
Industrials
8.17%
Information Technology
51.44%
Defensive
7.16%
Consumer Staples
1.04%
Health Care
5.33%
Utilities
0.80%
Not Classified
0.28%
Non Classified Equity
0.28%
Not Classified - Non Equity
0.00%
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