Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 98.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.45%
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Market Capitalization

As of October 31, 2025
Large 0.91%
Mid 2.18%
Small 96.90%
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Region Exposure

% Developed Markets: 98.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.45%

Americas 98.55%
96.58%
Canada 1.94%
United States 94.64%
1.97%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.45%

Stock Sector Exposure

Cyclical
34.84%
Materials
3.56%
Consumer Discretionary
10.71%
Financials
16.61%
Real Estate
3.96%
Sensitive
42.31%
Communication Services
3.14%
Energy
3.84%
Industrials
18.33%
Information Technology
17.01%
Defensive
20.92%
Consumer Staples
4.09%
Health Care
16.83%
Utilities
0.00%
Not Classified
1.92%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.92%
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