Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.89%
Stock 98.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.13%
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Market Capitalization

As of October 31, 2025
Large 74.54%
Mid 13.61%
Small 11.85%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.13%

Americas 94.57%
93.48%
Canada 1.89%
United States 91.59%
1.09%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.16%
United Kingdom 0.00%
3.12%
Ireland 2.23%
Netherlands 0.89%
0.00%
1.04%
Israel 1.04%
Greater Asia 1.40%
Japan 0.00%
0.00%
1.40%
Taiwan 1.40%
0.00%
Unidentified Region -0.13%

Stock Sector Exposure

Cyclical
23.63%
Materials
2.04%
Consumer Discretionary
11.35%
Financials
10.23%
Real Estate
0.00%
Sensitive
54.77%
Communication Services
7.37%
Energy
1.66%
Industrials
8.43%
Information Technology
37.31%
Defensive
19.68%
Consumer Staples
7.24%
Health Care
10.49%
Utilities
1.95%
Not Classified
1.92%
Non Classified Equity
1.92%
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