Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.05%
Stock 98.14%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 1.74%
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Market Capitalization

As of October 31, 2025
Large 79.34%
Mid 12.83%
Small 7.82%
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Region Exposure

% Developed Markets: 98.26%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.74%

Americas 96.25%
96.25%
United States 96.25%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.02%
United Kingdom 0.04%
1.98%
Ireland 1.72%
Netherlands 0.10%
Switzerland 0.16%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.74%

Stock Sector Exposure

Cyclical
23.77%
Materials
0.68%
Consumer Discretionary
10.70%
Financials
11.31%
Real Estate
1.09%
Sensitive
59.96%
Communication Services
10.51%
Energy
3.61%
Industrials
8.91%
Information Technology
36.93%
Defensive
14.03%
Consumer Staples
2.71%
Health Care
10.12%
Utilities
1.20%
Not Classified
2.23%
Non Classified Equity
0.49%
Not Classified - Non Equity
1.74%
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