Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.19%
Stock 99.20%
Bond 0.40%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of October 31, 2025
Large 1.07%
Mid 4.02%
Small 94.91%
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Region Exposure

% Developed Markets: 97.71%    % Emerging Markets: 1.93%    % Unidentified Markets: 0.36%

Americas 93.47%
92.89%
Canada 4.43%
United States 88.47%
0.58%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.13%
United Kingdom 2.63%
1.49%
France 0.00%
Ireland 0.00%
Italy 1.34%
Netherlands 0.15%
Sweden 0.00%
0.00%
0.02%
Israel 0.02%
United Arab Emirates 0.00%
Greater Asia 2.03%
Japan 0.00%
0.00%
Australia 0.00%
0.10%
Singapore 0.00%
Taiwan 0.10%
1.93%
Thailand 1.93%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
37.82%
Materials
6.04%
Consumer Discretionary
11.17%
Financials
16.66%
Real Estate
3.95%
Sensitive
40.01%
Communication Services
0.00%
Energy
3.26%
Industrials
19.53%
Information Technology
17.22%
Defensive
21.56%
Consumer Staples
4.11%
Health Care
14.23%
Utilities
3.22%
Not Classified
0.61%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.61%
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