Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 99.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of October 31, 2025
Large 54.05%
Mid 23.10%
Small 22.85%
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Region Exposure

% Developed Markets: 99.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.01%

Americas 98.60%
97.86%
Canada 2.11%
United States 95.75%
0.74%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.65%
United Kingdom 0.65%
0.00%
0.00%
0.00%
Greater Asia 0.73%
Japan 0.73%
0.00%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
46.14%
Materials
2.69%
Consumer Discretionary
2.16%
Financials
30.65%
Real Estate
10.64%
Sensitive
33.85%
Communication Services
5.89%
Energy
8.22%
Industrials
10.22%
Information Technology
9.51%
Defensive
20.02%
Consumer Staples
0.97%
Health Care
13.20%
Utilities
5.85%
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