Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.22%
Stock 99.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.14%
Other 0.84%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 90.94%
Mid 9.06%
Small 0.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.44%    % Emerging Markets: 0.49%    % Unidentified Markets: 1.07%

Americas 95.58%
95.09%
Canada 1.49%
United States 93.60%
0.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.35%
United Kingdom 0.00%
3.35%
Ireland 1.13%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
20.65%
Materials
0.95%
Consumer Discretionary
12.88%
Financials
6.83%
Real Estate
0.00%
Sensitive
71.22%
Communication Services
15.03%
Energy
0.00%
Industrials
6.32%
Information Technology
49.87%
Defensive
7.03%
Consumer Staples
0.00%
Health Care
7.03%
Utilities
0.00%
Not Classified
1.09%
Non Classified Equity
0.23%
Not Classified - Non Equity
0.86%
As of October 31, 2025
View Region Exposure
Start Trial

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