Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.09%
Stock 99.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of October 31, 2025
Large 3.08%
Mid 38.89%
Small 58.04%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.06%

Americas 94.30%
91.77%
United States 91.77%
2.53%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.76%
United Kingdom 2.48%
3.27%
Ireland 1.75%
Switzerland 1.14%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
36.14%
Materials
4.36%
Consumer Discretionary
8.56%
Financials
16.15%
Real Estate
7.08%
Sensitive
39.73%
Communication Services
2.14%
Energy
4.99%
Industrials
18.25%
Information Technology
14.36%
Defensive
23.58%
Consumer Staples
4.55%
Health Care
12.29%
Utilities
6.74%
Not Classified
0.55%
Non Classified Equity
0.55%
Not Classified - Non Equity
0.00%
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