Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.41%
Stock 99.08%
Bond 0.45%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of October 31, 2025
Large 43.92%
Mid 25.77%
Small 30.31%
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Region Exposure

% Developed Markets: 99.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.37%

Americas 97.46%
96.63%
Canada 0.66%
United States 95.97%
0.83%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.49%
United Kingdom 0.00%
1.49%
Ireland 1.04%
Switzerland 0.45%
0.00%
0.00%
Greater Asia 0.68%
Japan 0.57%
0.00%
0.11%
South Korea 0.11%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
18.01%
Materials
1.48%
Consumer Discretionary
8.09%
Financials
8.29%
Real Estate
0.14%
Sensitive
46.04%
Communication Services
12.94%
Energy
2.18%
Industrials
7.03%
Information Technology
23.89%
Defensive
35.20%
Consumer Staples
13.02%
Health Care
18.97%
Utilities
3.22%
Not Classified
0.75%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.75%
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