Asset Allocation

As of October 31, 2025.
Type % Net
Cash -1.40%
Stock 99.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.53%
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Market Capitalization

As of October 31, 2025
Large 0.00%
Mid 3.31%
Small 96.69%
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Region Exposure

% Developed Markets: 98.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.53%

Americas 95.98%
95.37%
United States 95.37%
0.60%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.49%
United Kingdom 1.14%
1.35%
Ireland 0.78%
Sweden 0.57%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.53%

Stock Sector Exposure

Cyclical
47.28%
Materials
7.04%
Consumer Discretionary
11.05%
Financials
19.98%
Real Estate
9.22%
Sensitive
33.28%
Communication Services
2.12%
Energy
4.00%
Industrials
17.44%
Information Technology
9.72%
Defensive
19.13%
Consumer Staples
5.40%
Health Care
6.71%
Utilities
7.02%
Not Classified
0.30%
Non Classified Equity
0.30%
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