Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.68%
Stock 98.29%
Bond 0.93%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of October 31, 2025
Large 66.44%
Mid 19.84%
Small 13.72%
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Region Exposure

% Developed Markets: 99.07%    % Emerging Markets: 0.23%    % Unidentified Markets: 0.70%

Americas 92.74%
92.00%
Canada 0.20%
United States 91.81%
0.73%
Brazil 0.09%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.07%
United Kingdom 1.10%
3.96%
France 0.07%
Germany 0.39%
Ireland 1.69%
Netherlands 0.53%
Sweden 0.09%
Switzerland 0.76%
0.00%
0.01%
Israel 0.01%
Greater Asia 1.49%
Japan 0.00%
0.05%
Australia 0.05%
1.43%
Singapore 0.30%
Taiwan 1.13%
0.00%
Thailand 0.00%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
33.08%
Materials
2.79%
Consumer Discretionary
11.29%
Financials
17.19%
Real Estate
1.81%
Sensitive
48.66%
Communication Services
9.88%
Energy
2.61%
Industrials
8.72%
Information Technology
27.47%
Defensive
16.65%
Consumer Staples
4.74%
Health Care
10.21%
Utilities
1.70%
Not Classified
1.61%
Non Classified Equity
0.05%
Not Classified - Non Equity
1.56%
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