Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.34%
Stock 99.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of October 31, 2025
Large 63.79%
Mid 21.77%
Small 14.44%
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Region Exposure

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

Americas 95.29%
95.16%
Canada 0.00%
United States 95.16%
0.13%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.72%
United Kingdom 1.18%
2.54%
Finland 0.00%
Ireland 2.53%
Netherlands 0.00%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 0.62%
Japan 0.00%
0.00%
0.62%
Singapore 0.62%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
36.74%
Materials
3.62%
Consumer Discretionary
7.40%
Financials
22.60%
Real Estate
3.12%
Sensitive
40.66%
Communication Services
10.80%
Energy
6.61%
Industrials
10.00%
Information Technology
13.26%
Defensive
22.59%
Consumer Staples
5.98%
Health Care
12.00%
Utilities
4.61%
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