Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.13%
Stock 98.83%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of October 31, 2025
Large 75.56%
Mid 14.25%
Small 10.19%
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Region Exposure

% Developed Markets: 99.88%    % Emerging Markets: 0.08%    % Unidentified Markets: 0.04%

Americas 98.70%
98.63%
Canada 1.13%
United States 97.50%
0.08%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.26%
United Kingdom 0.88%
0.38%
Ireland 0.31%
Netherlands 0.07%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
29.57%
Materials
2.83%
Consumer Discretionary
11.21%
Financials
12.61%
Real Estate
2.93%
Sensitive
55.16%
Communication Services
9.83%
Energy
1.65%
Industrials
8.29%
Information Technology
35.38%
Defensive
15.27%
Consumer Staples
4.32%
Health Care
9.77%
Utilities
1.18%
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