Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.04%
Stock 97.55%
Bond 1.43%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of October 31, 2025
Large 0.97%
Mid 2.53%
Small 96.50%
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Region Exposure

% Developed Markets: 98.45%    % Emerging Markets: 0.58%    % Unidentified Markets: 0.97%

Americas 96.21%
95.15%
Canada 1.79%
United States 93.36%
1.06%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.75%
United Kingdom 0.64%
0.79%
France 0.00%
Ireland 0.43%
Sweden 0.00%
Switzerland 0.16%
0.00%
0.32%
Israel 0.32%
United Arab Emirates 0.00%
Greater Asia 1.08%
Japan 0.00%
0.00%
Australia 0.00%
0.82%
Hong Kong 0.57%
Singapore 0.24%
0.26%
Thailand 0.26%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
38.54%
Materials
6.34%
Consumer Discretionary
9.07%
Financials
18.71%
Real Estate
4.42%
Sensitive
39.81%
Communication Services
1.74%
Energy
3.86%
Industrials
19.65%
Information Technology
14.56%
Defensive
19.09%
Consumer Staples
1.94%
Health Care
15.28%
Utilities
1.87%
Not Classified
2.56%
Non Classified Equity
0.16%
Not Classified - Non Equity
2.40%
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