Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.88%
Stock 96.44%
Bond 0.22%
Convertible 0.00%
Preferred 0.00%
Other 0.45%
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Market Capitalization

As of October 31, 2025
Large 70.49%
Mid 23.85%
Small 5.66%
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Region Exposure

% Developed Markets: 98.14%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.86%

Americas 87.14%
87.14%
Canada 0.22%
United States 86.93%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.90%
United Kingdom 2.67%
7.23%
Denmark 0.86%
France 1.58%
Ireland 4.79%
0.00%
0.00%
Greater Asia 1.10%
Japan 0.00%
0.00%
1.10%
Singapore 1.10%
0.00%
Unidentified Region 1.86%

Stock Sector Exposure

Cyclical
38.39%
Materials
6.28%
Consumer Discretionary
8.95%
Financials
21.05%
Real Estate
2.11%
Sensitive
34.40%
Communication Services
6.06%
Energy
5.74%
Industrials
12.00%
Information Technology
10.60%
Defensive
27.20%
Consumer Staples
9.19%
Health Care
13.55%
Utilities
4.46%
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