Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.55%
Stock 98.73%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other -2.28%
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Market Capitalization

As of October 31, 2025
Large 0.09%
Mid 4.03%
Small 95.88%
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Region Exposure

% Developed Markets: 96.29%    % Emerging Markets: 2.35%    % Unidentified Markets: 1.36%

Americas 97.25%
94.89%
Canada 2.99%
United States 91.90%
2.37%
Colombia 0.69%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.36%
United Kingdom 0.01%
1.35%
Belgium 0.00%
France 0.00%
Ireland 0.00%
Italy 0.00%
Sweden 0.00%
Switzerland 1.34%
0.00%
0.00%
Israel 0.00%
United Arab Emirates 0.00%
Greater Asia 0.02%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.01%
Thailand 0.01%
Unidentified Region 1.36%

Stock Sector Exposure

Cyclical
27.11%
Materials
4.50%
Consumer Discretionary
10.17%
Financials
10.22%
Real Estate
2.21%
Sensitive
44.88%
Communication Services
1.06%
Energy
2.52%
Industrials
21.58%
Information Technology
19.72%
Defensive
27.82%
Consumer Staples
2.91%
Health Care
24.90%
Utilities
0.01%
Not Classified
0.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.19%
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