Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.47%
Stock 97.21%
Bond 1.43%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
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Market Capitalization

As of October 31, 2025
Large 56.97%
Mid 28.91%
Small 14.13%
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Region Exposure

% Developed Markets: 95.18%    % Emerging Markets: 3.56%    % Unidentified Markets: 1.25%

Americas 90.91%
87.35%
Canada 3.85%
United States 83.50%
3.56%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
Belgium 0.00%
0.00%
0.00%
Greater Asia 7.83%
Japan 2.88%
0.00%
4.96%
Taiwan 4.96%
0.00%
Unidentified Region 1.25%

Stock Sector Exposure

Cyclical
22.44%
Materials
0.00%
Consumer Discretionary
12.83%
Financials
9.61%
Real Estate
0.00%
Sensitive
64.73%
Communication Services
8.65%
Energy
0.00%
Industrials
10.70%
Information Technology
45.39%
Defensive
9.96%
Consumer Staples
0.00%
Health Care
6.79%
Utilities
3.18%
Not Classified
2.87%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.87%
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