Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.15%
Stock 95.14%
Bond 2.83%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
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Market Capitalization

As of October 31, 2025
Large 3.02%
Mid 4.07%
Small 92.91%
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Region Exposure

% Developed Markets: 96.75%    % Emerging Markets: 1.11%    % Unidentified Markets: 2.14%

Americas 90.79%
87.31%
Canada 1.10%
United States 86.21%
3.48%
Brazil 1.09%
Colombia 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.04%
United Kingdom 0.97%
5.09%
Belgium 0.00%
France 0.80%
Ireland 0.76%
Italy 1.57%
Netherlands 1.96%
Sweden 0.00%
Switzerland 0.00%
0.00%
0.98%
Israel 0.97%
United Arab Emirates 0.00%
Greater Asia 0.04%
Japan 0.00%
0.01%
Australia 0.01%
0.01%
Singapore 0.01%
0.02%
Thailand 0.02%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
19.60%
Materials
2.33%
Consumer Discretionary
8.78%
Financials
8.45%
Real Estate
0.03%
Sensitive
53.49%
Communication Services
0.05%
Energy
2.53%
Industrials
26.47%
Information Technology
24.44%
Defensive
21.60%
Consumer Staples
4.84%
Health Care
16.76%
Utilities
0.01%
Not Classified
5.31%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.31%
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