Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.15%
Stock 98.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

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

% Developed Markets: 99.72%    % Emerging Markets: 0.37%    % Unidentified Markets: -0.10%

Americas 97.30%
96.89%
Canada 1.87%
United States 95.02%
0.41%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.67%
United Kingdom 1.23%
1.44%
Ireland 0.80%
Netherlands 0.52%
Switzerland 0.13%
0.00%
0.00%
Greater Asia 0.12%
Japan 0.00%
0.09%
Australia 0.09%
0.03%
Singapore 0.03%
0.00%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
19.72%
Materials
1.43%
Consumer Discretionary
11.94%
Financials
5.60%
Real Estate
0.75%
Sensitive
67.95%
Communication Services
12.62%
Energy
1.36%
Industrials
4.91%
Information Technology
49.05%
Defensive
12.21%
Consumer Staples
4.41%
Health Care
6.17%
Utilities
1.63%
Not Classified
0.12%
Non Classified Equity
0.12%
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