Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 97.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.80%
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Market Capitalization

As of October 31, 2025
Large 8.98%
Mid 44.24%
Small 46.77%
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Region Exposure

% Developed Markets: 97.19%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.81%

Americas 93.68%
93.21%
Canada 0.05%
United States 93.17%
0.47%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.37%
United Kingdom 0.44%
2.32%
Denmark 0.08%
Finland 0.21%
Germany 0.21%
Ireland 1.52%
Netherlands 0.24%
Sweden 0.00%
Switzerland 0.06%
0.00%
0.61%
Israel 0.61%
Greater Asia 0.14%
Japan 0.00%
0.00%
Australia 0.00%
0.14%
Singapore 0.14%
0.00%
Thailand 0.00%
Unidentified Region 2.81%

Stock Sector Exposure

Cyclical
33.69%
Materials
4.76%
Consumer Discretionary
11.53%
Financials
12.90%
Real Estate
4.51%
Sensitive
44.64%
Communication Services
2.27%
Energy
3.88%
Industrials
22.90%
Information Technology
15.59%
Defensive
18.00%
Consumer Staples
3.54%
Health Care
10.55%
Utilities
3.91%
Not Classified
3.67%
Non Classified Equity
0.82%
Not Classified - Non Equity
2.85%
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