Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.48%
Stock 98.94%
Bond 0.62%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of October 31, 2025
Large 0.50%
Mid 2.18%
Small 97.32%
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Region Exposure

% Developed Markets: 99.17%    % Emerging Markets: 0.43%    % Unidentified Markets: 0.39%

Americas 95.38%
90.93%
Canada 1.49%
United States 89.44%
4.45%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.58%
United Kingdom 0.52%
2.64%
France 0.00%
Ireland 1.71%
Sweden 0.00%
Switzerland 0.07%
0.00%
0.42%
Israel 0.42%
United Arab Emirates 0.00%
Greater Asia 0.65%
Japan 0.00%
0.00%
Australia 0.00%
0.65%
Hong Kong 0.65%
Singapore 0.00%
0.00%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
50.46%
Materials
5.97%
Consumer Discretionary
12.14%
Financials
26.37%
Real Estate
5.99%
Sensitive
33.82%
Communication Services
2.21%
Energy
6.13%
Industrials
15.61%
Information Technology
9.85%
Defensive
14.58%
Consumer Staples
3.99%
Health Care
8.36%
Utilities
2.23%
Not Classified
1.14%
Non Classified Equity
0.09%
Not Classified - Non Equity
1.04%
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