Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.77%
Stock 99.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.19%
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Market Capitalization

As of October 31, 2025
Large 0.08%
Mid 1.56%
Small 98.35%
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Region Exposure

% Developed Markets: 99.42%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.58%

Americas 96.61%
95.90%
United States 95.90%
0.72%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.81%
United Kingdom 1.60%
1.20%
Ireland 1.20%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.58%

Stock Sector Exposure

Cyclical
47.72%
Materials
6.36%
Consumer Discretionary
26.71%
Financials
13.71%
Real Estate
0.94%
Sensitive
39.79%
Communication Services
0.00%
Energy
14.22%
Industrials
13.91%
Information Technology
11.65%
Defensive
12.49%
Consumer Staples
5.45%
Health Care
2.45%
Utilities
4.59%
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