Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.35%
Stock 98.28%
Bond 0.24%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of October 31, 2025
Large 29.92%
Mid 39.34%
Small 30.74%
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Region Exposure

% Developed Markets: 98.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.48%

Americas 87.44%
87.44%
Canada 3.78%
United States 83.66%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.08%
United Kingdom 1.27%
9.81%
Denmark 2.28%
Ireland 3.84%
Netherlands 2.52%
Switzerland 1.16%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.48%

Stock Sector Exposure

Cyclical
29.85%
Materials
1.30%
Consumer Discretionary
18.93%
Financials
8.70%
Real Estate
0.93%
Sensitive
43.94%
Communication Services
3.80%
Energy
0.00%
Industrials
19.54%
Information Technology
20.60%
Defensive
26.21%
Consumer Staples
3.25%
Health Care
17.08%
Utilities
5.89%
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