Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.00%
Stock 99.39%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.60%
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Market Capitalization

As of October 31, 2025
Large 0.59%
Mid 5.53%
Small 93.88%
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Region Exposure

% Developed Markets: 97.89%    % Emerging Markets: 1.50%    % Unidentified Markets: 0.60%

Americas 91.51%
87.07%
Canada 2.57%
United States 84.50%
4.44%
Brazil 0.36%
Peru 0.19%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.19%
United Kingdom 1.79%
2.94%
Greece 0.23%
Ireland 0.39%
Netherlands 0.83%
Sweden 0.46%
Switzerland 0.86%
0.00%
2.46%
Israel 2.46%
South Africa 0.00%
Greater Asia 0.69%
Japan 0.00%
0.02%
Australia 0.02%
0.67%
Singapore 0.67%
0.00%
Unidentified Region 0.60%

Stock Sector Exposure

Cyclical
30.08%
Materials
4.88%
Consumer Discretionary
11.09%
Financials
9.49%
Real Estate
4.62%
Sensitive
50.75%
Communication Services
2.97%
Energy
4.16%
Industrials
21.83%
Information Technology
21.79%
Defensive
17.78%
Consumer Staples
2.55%
Health Care
13.86%
Utilities
1.37%
Not Classified
1.39%
Non Classified Equity
0.39%
Not Classified - Non Equity
1.00%
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