Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.40%
Stock 99.09%
Bond 0.53%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of October 31, 2025
Large 67.55%
Mid 19.07%
Small 13.37%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.02%    % Unidentified Markets: 0.34%

Americas 95.50%
95.32%
Canada 0.42%
United States 94.90%
0.17%
Brazil 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.16%
United Kingdom 1.41%
2.75%
Denmark 0.09%
Germany 0.61%
Ireland 1.73%
Switzerland 0.21%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
28.64%
Materials
2.26%
Consumer Discretionary
11.05%
Financials
14.16%
Real Estate
1.18%
Sensitive
52.54%
Communication Services
11.04%
Energy
2.71%
Industrials
10.00%
Information Technology
28.79%
Defensive
17.93%
Consumer Staples
5.60%
Health Care
10.76%
Utilities
1.58%
Not Classified
0.88%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.88%
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