Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.98%
Stock 98.86%
Bond 0.16%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 72.68%
Mid 16.62%
Small 10.70%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.25%

Americas 95.92%
95.92%
United States 95.92%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.83%
United Kingdom 0.52%
3.31%
Denmark 0.54%
Ireland 0.52%
Netherlands 1.73%
Switzerland 0.52%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
26.45%
Materials
1.13%
Consumer Discretionary
10.43%
Financials
12.67%
Real Estate
2.23%
Sensitive
55.82%
Communication Services
11.00%
Energy
2.70%
Industrials
9.03%
Information Technology
33.08%
Defensive
17.32%
Consumer Staples
5.08%
Health Care
9.51%
Utilities
2.72%
Not Classified
0.42%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.42%
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