Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.94%
Stock 95.91%
Bond 0.16%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 89.76%
Mid 10.12%
Small 0.11%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.27%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.73%

Americas 91.61%
91.61%
Canada 0.21%
United States 91.39%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.66%
United Kingdom 0.00%
3.66%
Ireland 3.18%
Switzerland 0.48%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.73%

Stock Sector Exposure

Cyclical
21.81%
Materials
0.00%
Consumer Discretionary
4.59%
Financials
14.91%
Real Estate
2.32%
Sensitive
57.44%
Communication Services
10.47%
Energy
4.92%
Industrials
7.85%
Information Technology
34.20%
Defensive
20.74%
Consumer Staples
3.57%
Health Care
12.28%
Utilities
4.88%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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