Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.52%
Stock 104.4%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other -5.56%
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Market Capitalization

As of October 31, 2025
Large 94.29%
Mid 5.69%
Small 0.02%
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Region Exposure

% Developed Markets: 104.9%    % Emerging Markets: 0.00%    % Unidentified Markets: -4.87%

Americas 102.6%
102.6%
United States 102.6%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.28%
United Kingdom 1.18%
1.09%
Ireland 1.09%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -4.87%

Stock Sector Exposure

Cyclical
31.11%
Materials
1.16%
Consumer Discretionary
12.03%
Financials
17.00%
Real Estate
0.92%
Sensitive
53.40%
Communication Services
11.50%
Energy
2.83%
Industrials
9.36%
Information Technology
29.71%
Defensive
14.40%
Consumer Staples
6.58%
Health Care
5.36%
Utilities
2.46%
Not Classified
1.09%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.09%
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