Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.14%
Stock 94.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of October 31, 2025
Large 6.33%
Mid 64.53%
Small 29.14%
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Region Exposure

% Developed Markets: 95.08%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.92%

Americas 91.40%
91.05%
Canada 0.02%
United States 91.03%
0.35%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.68%
United Kingdom 1.72%
1.97%
Finland 0.00%
Ireland 0.81%
Netherlands 0.01%
Switzerland 1.14%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.92%

Stock Sector Exposure

Cyclical
37.67%
Materials
6.23%
Consumer Discretionary
7.61%
Financials
16.35%
Real Estate
7.48%
Sensitive
43.13%
Communication Services
3.00%
Energy
6.58%
Industrials
19.68%
Information Technology
13.87%
Defensive
19.16%
Consumer Staples
2.76%
Health Care
8.94%
Utilities
7.46%
Not Classified
0.05%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.04%
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