Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.47%
Stock 98.96%
Bond 0.64%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of October 31, 2025
Large 3.05%
Mid 2.79%
Small 94.16%
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Region Exposure

% Developed Markets: 97.12%    % Emerging Markets: 2.37%    % Unidentified Markets: 0.50%

Americas 94.21%
90.12%
Canada 0.67%
United States 89.45%
4.09%
Colombia 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.90%
United Kingdom 1.65%
1.25%
Belgium 0.00%
Denmark 0.60%
France 0.00%
Ireland 0.00%
Italy 0.00%
Netherlands 0.63%
Sweden 0.00%
Switzerland 0.00%
0.00%
0.00%
Israel 0.00%
United Arab Emirates 0.00%
Greater Asia 2.38%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
2.37%
Thailand 2.37%
Unidentified Region 0.50%

Stock Sector Exposure

Cyclical
21.01%
Materials
1.19%
Consumer Discretionary
12.24%
Financials
7.56%
Real Estate
0.02%
Sensitive
53.14%
Communication Services
0.72%
Energy
0.78%
Industrials
26.51%
Information Technology
25.13%
Defensive
24.54%
Consumer Staples
2.30%
Health Care
22.23%
Utilities
0.01%
Not Classified
1.31%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.31%
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