Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.53%
Stock 102.6%
Bond 0.00%
Convertible 0.00%
Preferred 2.00%
Other -5.11%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 103.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -3.22%

Americas 100.8%
100.7%
Canada 0.19%
United States 100.5%
0.09%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.37%
United Kingdom 0.52%
1.85%
Ireland 1.42%
Netherlands 0.10%
Switzerland 0.33%
0.00%
0.00%
Greater Asia 0.09%
Japan 0.00%
0.00%
0.09%
Singapore 0.09%
0.00%
Unidentified Region -3.22%

Stock Sector Exposure

Cyclical
27.33%
Materials
1.74%
Consumer Discretionary
10.47%
Financials
13.28%
Real Estate
1.84%
Sensitive
55.02%
Communication Services
9.94%
Energy
2.83%
Industrials
7.82%
Information Technology
34.43%
Defensive
15.67%
Consumer Staples
4.68%
Health Care
8.69%
Utilities
2.31%
Not Classified
1.97%
Non Classified Equity
1.97%
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