Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.34%
Stock 99.24%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of October 31, 2025
Large 59.41%
Mid 21.49%
Small 19.10%
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Region Exposure

% Developed Markets: 99.37%    % Emerging Markets: 0.35%    % Unidentified Markets: 0.28%

Americas 94.19%
93.80%
Canada 0.36%
United States 93.44%
0.39%
Brazil 0.21%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.82%
United Kingdom 2.03%
2.79%
Denmark 0.15%
France 0.17%
Germany 0.39%
Ireland 1.36%
Netherlands 0.50%
0.00%
0.00%
Greater Asia 0.71%
Japan 0.00%
0.00%
0.71%
Singapore 0.25%
Taiwan 0.46%
0.00%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
26.05%
Materials
1.72%
Consumer Discretionary
10.87%
Financials
12.53%
Real Estate
0.93%
Sensitive
53.48%
Communication Services
11.53%
Energy
2.62%
Industrials
9.10%
Information Technology
30.23%
Defensive
19.58%
Consumer Staples
5.03%
Health Care
11.87%
Utilities
2.68%
Not Classified
0.89%
Non Classified Equity
0.15%
Not Classified - Non Equity
0.74%
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