Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.13%
Stock 99.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of October 31, 2025
Large 72.28%
Mid 23.37%
Small 4.34%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.06%

Americas 97.09%
97.09%
Canada 0.13%
United States 96.96%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.97%
United Kingdom 2.97%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
46.10%
Materials
6.48%
Consumer Discretionary
17.78%
Financials
21.85%
Real Estate
0.00%
Sensitive
40.45%
Communication Services
10.94%
Energy
0.00%
Industrials
10.19%
Information Technology
19.32%
Defensive
13.45%
Consumer Staples
4.63%
Health Care
8.82%
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