Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.34%
Stock 97.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of October 31, 2025
Large 72.82%
Mid 22.53%
Small 4.65%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 99.97%
99.97%
Canada 2.34%
United States 97.63%
0.00%
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 0.03%

Stock Sector Exposure

Cyclical
27.76%
Materials
1.87%
Consumer Discretionary
10.80%
Financials
13.16%
Real Estate
1.93%
Sensitive
58.01%
Communication Services
10.90%
Energy
2.84%
Industrials
8.68%
Information Technology
35.58%
Defensive
14.23%
Consumer Staples
5.04%
Health Care
9.20%
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