Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.18%
Stock 98.83%
Bond 1.22%
Convertible 0.00%
Preferred 0.00%
Other -0.23%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.23%

Americas 93.08%
93.08%
Canada 2.22%
United States 90.86%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.20%
United Kingdom 0.41%
4.79%
Germany 0.63%
Ireland 2.85%
0.00%
0.00%
Greater Asia 1.95%
Japan 0.00%
0.25%
Australia 0.25%
1.71%
Singapore 0.25%
Taiwan 1.45%
0.00%
Unidentified Region -0.23%

Stock Sector Exposure

Cyclical
18.96%
Materials
0.94%
Consumer Discretionary
10.37%
Financials
7.25%
Real Estate
0.40%
Sensitive
73.52%
Communication Services
15.82%
Energy
0.68%
Industrials
8.86%
Information Technology
48.16%
Defensive
7.24%
Consumer Staples
1.04%
Health Care
5.30%
Utilities
0.90%
Not Classified
0.29%
Non Classified Equity
0.29%
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