Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.04%
Stock 98.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.09%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 78.88%
Mid 14.94%
Small 6.18%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.91%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.09%

Americas 87.82%
87.82%
United States 87.82%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.99%
United Kingdom 4.72%
4.27%
France 1.05%
Ireland 2.42%
Switzerland 0.81%
0.00%
0.00%
Greater Asia 2.10%
Japan 0.00%
0.00%
2.10%
Taiwan 2.10%
0.00%
Unidentified Region 1.09%

Stock Sector Exposure

Cyclical
25.57%
Materials
1.12%
Consumer Discretionary
6.50%
Financials
16.84%
Real Estate
1.11%
Sensitive
51.17%
Communication Services
8.28%
Energy
7.39%
Industrials
16.16%
Information Technology
19.33%
Defensive
22.19%
Consumer Staples
4.35%
Health Care
8.90%
Utilities
8.94%
Not Classified
1.07%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.07%
As of October 31, 2025
View Region Exposure
Start Trial

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