Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.29%
Stock 99.70%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of October 31, 2025
Large 62.34%
Mid 13.52%
Small 24.13%
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Region Exposure

% Developed Markets: 99.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.01%

Americas 99.74%
99.74%
Canada 0.29%
United States 99.45%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.25%
United Kingdom 0.00%
0.25%
Ireland 0.25%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
41.19%
Materials
2.05%
Consumer Discretionary
12.13%
Financials
25.49%
Real Estate
1.52%
Sensitive
37.60%
Communication Services
8.94%
Energy
5.16%
Industrials
10.26%
Information Technology
13.23%
Defensive
21.21%
Consumer Staples
2.96%
Health Care
14.59%
Utilities
3.66%
Not Classified
0.00%
Non Classified Equity
0.00%
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