Asset Allocation

As of October 31, 2025.
Type % Net
Cash 31.92%
Stock 68.34%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.26%
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Market Capitalization

As of October 31, 2025
Large 88.66%
Mid 10.84%
Small 0.50%
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Region Exposure

% Developed Markets: 69.90%    % Emerging Markets: 0.41%    % Unidentified Markets: 29.69%

Americas 68.32%
67.91%
Canada 1.05%
United States 66.86%
0.41%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.89%
United Kingdom 1.08%
0.81%
Ireland 0.32%
Netherlands 0.50%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.10%
Australia 0.10%
0.00%
0.00%
Unidentified Region 29.69%

Stock Sector Exposure

Cyclical
14.58%
Materials
1.04%
Consumer Discretionary
13.20%
Financials
0.34%
Real Estate
0.00%
Sensitive
75.12%
Communication Services
14.74%
Energy
0.46%
Industrials
3.05%
Information Technology
56.87%
Defensive
10.15%
Consumer Staples
4.35%
Health Care
4.38%
Utilities
1.42%
Not Classified
0.15%
Non Classified Equity
0.15%
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