Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.04%
Stock 98.51%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.53%
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Market Capitalization

As of October 31, 2025
Large 79.20%
Mid 15.12%
Small 5.68%
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Region Exposure

% Developed Markets: 97.95%    % Emerging Markets: 0.52%    % Unidentified Markets: 1.53%

Americas 90.08%
89.56%
Canada 0.43%
United States 89.13%
0.52%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.39%
United Kingdom 1.92%
6.47%
Denmark 0.51%
Finland 0.25%
France 1.42%
Germany 0.63%
Ireland 3.10%
Switzerland 0.56%
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
30.92%
Materials
5.92%
Consumer Discretionary
12.12%
Financials
11.06%
Real Estate
1.82%
Sensitive
50.88%
Communication Services
8.93%
Energy
5.75%
Industrials
7.76%
Information Technology
28.44%
Defensive
18.20%
Consumer Staples
5.07%
Health Care
13.13%
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