Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.33%
Stock 97.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.80%
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Market Capitalization

As of October 31, 2025
Large 76.86%
Mid 13.28%
Small 9.86%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 93.82%
93.02%
Canada 1.24%
United States 91.78%
0.80%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.18%
United Kingdom 1.62%
4.18%
Ireland 2.11%
Netherlands 2.07%
0.00%
0.38%
Israel 0.38%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
30.73%
Materials
4.33%
Consumer Discretionary
10.22%
Financials
13.65%
Real Estate
2.53%
Sensitive
54.69%
Communication Services
8.16%
Energy
0.00%
Industrials
12.87%
Information Technology
33.66%
Defensive
14.58%
Consumer Staples
3.41%
Health Care
9.20%
Utilities
1.96%
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