Asset Allocation

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

As of October 31, 2025
Large 74.61%
Mid 17.88%
Small 7.51%
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Region Exposure

% Developed Markets: 99.50%    % Emerging Markets: 0.49%    % Unidentified Markets: 0.01%

Americas 99.12%
98.63%
Canada 0.00%
United States 98.62%
0.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.29%
United Kingdom 0.00%
0.29%
Ireland 0.29%
0.00%
0.00%
Greater Asia 0.58%
Japan 0.00%
0.58%
Australia 0.58%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
24.06%
Materials
0.00%
Consumer Discretionary
10.08%
Financials
13.94%
Real Estate
0.04%
Sensitive
59.43%
Communication Services
9.50%
Energy
1.44%
Industrials
7.75%
Information Technology
40.75%
Defensive
16.50%
Consumer Staples
7.05%
Health Care
9.17%
Utilities
0.28%
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