Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.53%
Stock 96.91%
Bond 1.56%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 7.44%
Mid 33.24%
Small 59.31%
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Region Exposure

% Developed Markets: 98.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.45%

Americas 95.36%
94.26%
Canada 0.92%
United States 93.34%
1.10%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.19%
United Kingdom 1.60%
0.60%
Finland 0.00%
France 0.00%
Ireland 0.27%
Netherlands 0.04%
Sweden 0.00%
Switzerland 0.21%
0.00%
0.99%
Israel 0.99%
United Arab Emirates 0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 1.45%

Stock Sector Exposure

Cyclical
41.59%
Materials
9.58%
Consumer Discretionary
10.83%
Financials
15.01%
Real Estate
6.17%
Sensitive
33.69%
Communication Services
0.81%
Energy
4.30%
Industrials
19.35%
Information Technology
9.22%
Defensive
21.75%
Consumer Staples
7.11%
Health Care
7.29%
Utilities
7.35%
Not Classified
2.98%
Non Classified Equity
0.06%
Not Classified - Non Equity
2.92%
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