Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.80%
Stock 95.11%
Bond 2.90%
Convertible 0.00%
Preferred 0.19%
Other 2.60%
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Market Capitalization

As of October 31, 2025
Large 52.37%
Mid 28.67%
Small 18.97%
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Region Exposure

% Developed Markets: 96.26%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.74%

Americas 80.83%
80.83%
United States 80.83%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.42%
United Kingdom 3.94%
11.48%
France 1.48%
Ireland 5.30%
Netherlands 1.53%
Switzerland 3.17%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.74%

Stock Sector Exposure

Cyclical
37.91%
Materials
4.42%
Consumer Discretionary
9.38%
Financials
20.30%
Real Estate
3.81%
Sensitive
33.14%
Communication Services
6.55%
Energy
5.79%
Industrials
12.37%
Information Technology
8.42%
Defensive
26.03%
Consumer Staples
5.70%
Health Care
16.13%
Utilities
4.20%
Not Classified
2.92%
Non Classified Equity
0.22%
Not Classified - Non Equity
2.69%
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