Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.86%
Stock 98.05%
Bond 1.07%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of October 31, 2025
Large 75.00%
Mid 15.77%
Small 9.23%
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Region Exposure

% Developed Markets: 99.16%    % Emerging Markets: 0.08%    % Unidentified Markets: 0.75%

Americas 96.94%
96.71%
Canada 0.06%
United States 96.65%
0.23%
Brazil 0.08%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.27%
United Kingdom 0.49%
1.77%
Finland 0.01%
Ireland 1.28%
Netherlands 0.03%
Switzerland 0.28%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.04%
Australia 0.04%
0.00%
0.00%
Unidentified Region 0.75%

Stock Sector Exposure

Cyclical
27.46%
Materials
1.96%
Consumer Discretionary
10.60%
Financials
12.91%
Real Estate
1.99%
Sensitive
55.09%
Communication Services
9.73%
Energy
2.80%
Industrials
8.63%
Information Technology
33.93%
Defensive
15.56%
Consumer Staples
4.37%
Health Care
8.94%
Utilities
2.26%
Not Classified
1.89%
Non Classified Equity
0.09%
Not Classified - Non Equity
1.80%
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