Asset Allocation

As of October 31, 2025.
Type % Net
Cash 6.65%
Stock 89.47%
Bond 3.45%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of October 31, 2025
Large 61.20%
Mid 24.66%
Small 14.14%
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Region Exposure

% Developed Markets: 99.58%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.42%

Americas 91.18%
91.18%
United States 91.18%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.40%
United Kingdom 0.00%
8.40%
Ireland 7.94%
Switzerland 0.46%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
41.30%
Materials
7.45%
Consumer Discretionary
4.97%
Financials
27.98%
Real Estate
0.90%
Sensitive
38.11%
Communication Services
2.79%
Energy
10.64%
Industrials
15.21%
Information Technology
9.47%
Defensive
20.58%
Consumer Staples
1.10%
Health Care
17.84%
Utilities
1.64%
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