Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.99%
Stock 99.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.09%

Americas 71.42%
71.42%
Canada 3.07%
United States 68.35%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.25%
United Kingdom 5.56%
20.69%
France 5.31%
Germany 3.12%
Ireland 5.01%
Netherlands 3.26%
Switzerland 4.00%
0.00%
0.00%
Greater Asia 2.42%
Japan 2.42%
0.00%
0.00%
0.00%
Unidentified Region -0.09%

Stock Sector Exposure

Cyclical
26.90%
Materials
2.68%
Consumer Discretionary
8.42%
Financials
15.79%
Real Estate
0.00%
Sensitive
56.21%
Communication Services
5.16%
Energy
2.15%
Industrials
16.36%
Information Technology
32.54%
Defensive
16.89%
Consumer Staples
5.74%
Health Care
11.14%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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