Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.07%
Stock 97.33%
Bond 1.44%
Convertible 0.00%
Preferred 0.00%
Other 0.16%
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Market Capitalization

As of October 31, 2025
Large 82.03%
Mid 12.29%
Small 5.68%
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Region Exposure

% Developed Markets: 98.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.21%

Americas 89.50%
89.50%
Canada 1.27%
United States 88.23%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.29%
United Kingdom 1.86%
7.43%
France 1.67%
Ireland 5.76%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
34.45%
Materials
1.37%
Consumer Discretionary
5.60%
Financials
23.79%
Real Estate
3.70%
Sensitive
37.89%
Communication Services
3.61%
Energy
7.56%
Industrials
11.01%
Information Technology
15.71%
Defensive
25.15%
Consumer Staples
6.11%
Health Care
13.18%
Utilities
5.87%
Not Classified
2.51%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.51%
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