Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.63%
Stock 94.99%
Bond 3.46%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of October 31, 2025
Large 0.10%
Mid 5.11%
Small 94.79%
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Region Exposure

% Developed Markets: 98.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.05%

Americas 98.95%
94.37%
United States 94.37%
4.58%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
25.25%
Materials
5.33%
Consumer Discretionary
9.52%
Financials
10.41%
Real Estate
0.00%
Sensitive
49.76%
Communication Services
1.87%
Energy
1.22%
Industrials
18.25%
Information Technology
28.42%
Defensive
17.61%
Consumer Staples
4.64%
Health Care
12.98%
Utilities
0.00%
Not Classified
7.37%
Non Classified Equity
2.28%
Not Classified - Non Equity
5.09%
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