Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.85%
Stock 97.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of October 31, 2025
Large 1.02%
Mid 6.38%
Small 92.61%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.02%

Americas 96.21%
94.95%
Canada 4.04%
United States 90.92%
1.25%
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 0.82%
1.62%
Ireland 1.31%
Netherlands 0.31%
0.00%
0.23%
Israel 0.23%
Greater Asia 1.14%
Japan 0.00%
0.00%
1.14%
Hong Kong 0.63%
Singapore 0.51%
0.00%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
42.84%
Materials
5.31%
Consumer Discretionary
12.93%
Financials
21.46%
Real Estate
3.14%
Sensitive
38.04%
Communication Services
2.19%
Energy
5.40%
Industrials
18.76%
Information Technology
11.70%
Defensive
19.12%
Consumer Staples
2.43%
Health Care
14.04%
Utilities
2.65%
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