Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.07%
Stock 97.17%
Bond 2.79%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of October 31, 2025
Large 89.12%
Mid 8.22%
Small 2.65%
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Region Exposure

% Developed Markets: 99.20%    % Emerging Markets: 0.81%    % Unidentified Markets: -0.01%

Americas 90.11%
89.77%
Canada 5.27%
United States 84.49%
0.35%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.44%
United Kingdom 0.00%
5.44%
France 0.00%
Germany 1.61%
Ireland 1.02%
Netherlands 2.04%
Sweden 0.00%
Switzerland 0.23%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 4.46%
Japan 3.15%
0.36%
Australia 0.36%
0.49%
Singapore 0.00%
Taiwan 0.49%
0.47%
China 0.17%
Thailand 0.29%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
2.62%
Materials
0.00%
Consumer Discretionary
1.12%
Financials
1.23%
Real Estate
0.28%
Sensitive
97.35%
Communication Services
22.03%
Energy
0.00%
Industrials
2.00%
Information Technology
73.32%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.02%
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