Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.24%
Stock 97.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of October 31, 2025
Large 7.43%
Mid 66.12%
Small 26.44%
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Region Exposure

% Developed Markets: 97.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.21%

Americas 97.23%
97.23%
Canada 0.40%
United States 96.83%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.57%
United Kingdom 0.00%
0.57%
Netherlands 0.41%
Switzerland 0.15%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.21%

Stock Sector Exposure

Cyclical
29.75%
Materials
0.23%
Consumer Discretionary
20.21%
Financials
9.31%
Real Estate
0.00%
Sensitive
51.33%
Communication Services
6.15%
Energy
2.22%
Industrials
22.05%
Information Technology
20.91%
Defensive
18.92%
Consumer Staples
1.43%
Health Care
14.28%
Utilities
3.21%
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